Lloyd & Co. Financial Planning Ltd Southport

Reviews

1. Harry Cole ★★★★★

   I had an extremely disappointing experience with a previous financial advisor before Lloyds where recommended to me.After an initial home visit I and my wife transferred our accounts to them. What a difference. Everything has been dealt with professionally and in a timely manner, we couldn’t have asked for better service. Special mention to Olivia who has kept us well informed, as for Lloyd & co as a company we can’t recommend them highly enough. Thankyou

   1 year ago
2. Natasha Wilson ★★★★★

   Phoned the company today for some information in regards to savings for a house in the future. As I'm starting from scratch, I had no idea where to start! Jenny who answered my call was extremely polite and jolly to speak with, who then passed me over to Phil. Phil explained lots of information and was really helpful in my query. Thank you!

   1 year ago
3. Claire Rose ★★★★★

   Myself and my husband worked with Joe to ensure our family have the protection in place that we need for the future. Joe is also working with us to consolidate and understand our various workplace pensions. Joe was really patient is explaining the process and ensuring that we fully understood our option and we’re able to choose the protection options that fitted our circumstances. Thanks Joe for all your help.

   almost 2 years ago

1. Chris Birchall ★★★★★

   I found Lloyds to be very approachable allowing me to discuss my pension and investment needs. Natasha was extremely helpful and informative allowing me to be assured that my pension fund was in good hands moving forward, delivering some very sound financial advice. With regular account reviews and an on-line app, I am able to track the progress of my account whilst knowing Lloyds are at hand to assist me should my circumstances change. Thank you for your help to date, I wouldn't hesitate to recommend your services to friends, family members and work colleagues.

   almost 2 years ago
2. Andrew de-Vaal ★★★★★

   Absolute 1st class service from Andy Horner at Lloyd and from Andy Horner at Lloyd and Co. Without going in to too much detail, another well known insurer took 8 days to get back to me and their quote was 60% more for basically the same policy as found by Andy. He pulled out all the stops in order to get my insurance through in about 4 hours so that I could complete on my house. Thank you so much.

   almost 4 years ago

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