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Business clients


Business advice

At Lloyds IFP, we provide a comprehensive range of business financial advice and planning services for business owners and their employees. Our corporate clients vary in size and operate across a broad cross section of industries. All of our business clients share a common need: they want independent and unbiased fee based business financial advice that is in the best interests of their organisation and employees.

Our process begins with a thorough understanding of your corporate financial planning and business financial advice needs. Are you looking to grow or prepare your business for sale? What existing arrangements do you have in place, and are there any gaps?

From this information, we will devise a strategy, taking into account your short and long term objectives, from setting up and managing your corporate pension, to protecting your business and employees and providing access to employee benefits arrangements.

Our services


Having peace of mind in any financial climate is something we all aspire to. At Lloyds IFP, we can help to ease the stresses of running your day-to-day business finances and ensure that you and your company achieve a healthy cash-flow management and financial security.

We believe that choosing an independent financial adviser as a strategic partner to your business is one of the most important decisions you will make. At Lloyds IFP, we provide high quality, professional financial planning and tax planning services.

Open and ethical in everything we do

We act with the utmost integrity and professionalism at all times. We are open and ethical in everything we do, putting your business at the heart of our business.

Lloyds Independent Financial Planning offer specialist advice to business clients, including:

• Pensions

• Life insurance

• Business adivce

• Taxation advice


t: 01277 365874