Lloyd & Co. Financial Planning Ltd

Lloyd & Co. Financial Planning Ltd Life by design Independent Financial Advice Reinvented. Although we are Chartered, we are also very friendly.

We all smile a lot and we all also make great tea and coffee. We want to inspire you to have the best life you can, and provide you with the peace of mind that you can afford to do it. Why not pop down to our Southport based office for a cup of tea and a chat about how we can help you.

18/11/2025

Posted about the dance a few times…. Have not posted the dance??? Soooooo here it is.

You are all welcome 😂

Fantastic experience and a trophy🏆Absolutely loved taking part in Strictly Queenscourt.An amazing event with so many won...
17/11/2025

Fantastic experience and a trophy🏆

Absolutely loved taking part in Strictly Queenscourt.

An amazing event with so many wonderful people, all helping to raise over £70,000 for Queenscourt Hospice.

Straight 10s and winners of the public vote I couldn’t be happier.

A massive thank you to Kaz Leech at Marshside School of Dance and to my brilliant pro partner, the very talented Amy Clayton, for somehow converting my second left foot into a right one!

From doing time to doing the tango!After spending a stint “behind bars” for charity, our Founder David Lloyd is now swap...
13/10/2025

From doing time to doing the tango!

After spending a stint “behind bars” for charity, our Founder David Lloyd is now swapping stripes for sequins in Strictly Queenscourt 2025 💃🕺

A true reminder that some people will literally do anything for a good cause and we love to see it! 👏

To sponsor David please visit: https://lnkd.in/eMETetKB

https://lnkd.in/eN8xSu3p

Trump’s tariffs media meltdown.Powerful headlines. Surely, we need to panic and ransack our nearest store for beans and ...
08/04/2025

Trump’s tariffs media meltdown.

Powerful headlines.

Surely, we need to panic and ransack our nearest store for beans and toilet paper? Or will panic subside, negotiations happen, and the trillions that were WIPED off global stocks yesterday come back? We have seen some unwiping already this morning!

The media has a mass havoc agenda, and the FTSE is a short-term headless chicken bouncy ball.

Stay calm, and hold a well-diversified, risk-appropriate portfolio.

Here’s an article we sent to Lloyd & Co. clients yesterday at 11.10 pm.

Market drops are keeping me up wayyyy after my bedtime.

Whoop! We have moved! You can find us at 26 Hoghton Street, Southport, PR9 0PA. We didn’t move far! 🤣
24/01/2025

Whoop! We have moved! You can find us at 26 Hoghton Street, Southport, PR9 0PA. We didn’t move far! 🤣

Merry Christmas from Everyone at The Lloyd Group! ❤️🎁🎄☃️🎅🏼
23/12/2024

Merry Christmas from Everyone at The Lloyd Group! ❤️🎁🎄☃️🎅🏼

Christmas Jumper Day 🎄🎁☃️🎅🏼
12/12/2024

Christmas Jumper Day 🎄🎁☃️🎅🏼

We're Hiring!Our team is expanding and if you are, or want to be, a Financial Technical Administrator we need you!You ca...
21/08/2024

We're Hiring!
Our team is expanding and if you are, or want to be, a Financial Technical Administrator we need you!
You can see the details and apply for the job on the LinkedIn link below.
Can't wait to meet you!

Posted 3:08:24 PM. Company Description: Lloyd & Co Financial Planning was born out of a desire to reinvent the…See this and similar jobs on LinkedIn.

David is delighted to be nominated for Leader of the Year 🙌Good Luck to all of the other nominees!
07/08/2024

David is delighted to be nominated for Leader of the Year 🙌
Good Luck to all of the other nominees!

Address

26 Hoghton Street
Southport
PR90PA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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