Lloyd's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 3 )
Pensions ( 69 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 1 )
Investments and Savings ( 74 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 43 )
Financial Mentoring ( 15 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 9 )
£100k - £200k ( 4 )
£50k - 100k ( 5 )
Up to £50k ( 2 )
( 3 )
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment opportunity to maximise returns on my pension pot.
How has Lloyd French helped you?
Has taken a detailed look at our financial position and has helped with projections for our retirement income stream.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing springs to mind.
Lloyd:
Dear David, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Best wishes, LloydReview
by a verified client in London
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had money to invest and needed advice and guidance.
How has Lloyd French helped you?
Lloyd is friendly and approachable and open to any questions I have for him. He has guided me through investing my money wisely.
Have you seen the outcome you were hoping for?
Yes I have.
Lloyd:
Dear Jennifer, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Best wishes, LloydReview
by a verified client in Cornwall
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Bereavement
How has Lloyd French helped you?
Long term planning
Have you seen the outcome you were hoping for?
Not always but that was financial markets volatility
Lloyd:
Dear Julie, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Best wishes, LloydReview
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
So long ago, can't remember
How has Lloyd French helped you?
Financial investment and pensions management mainly
Have you seen the outcome you were hoping for?
Yes, definitely
Lloyd:
Dear Ava-Lee, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Best wishes, LloydReview
by a verified client in South Yorkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The family have used Lloyd for financial advice for many years
How has Lloyd French helped you?
Lloyd has helped provide inheritance planning for family members
Have you seen the outcome you were hoping for?
Yes. We are very happy with the outcome
Lloyd:
Dear Caroline, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Best wishes, Lloyd