Lloyd's reviews
Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 3 )
Pensions ( 69 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 73 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 42 )
Financial Mentoring ( 14 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 9 )
£100k - £200k ( 3 )
£50k - 100k ( 5 )
Up to £50k ( 2 )
( 3 )
Review
by a verified client in London
18 days 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.
Review
by a verified client in Cornwall
4 months 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
Review
by a verified client in London
4 months 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
Review
by a verified client in South Yorkshire
4 months 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
Review
by a verified client in West Sussex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To ensure I had a solid plan in place for saving for retirement
How has Lloyd French helped you?
He has implemented a strong plan to ensure I have what I require later in life
Have you seen the outcome you were hoping for?
So far the indication is positive
What could they have done better?
Nothing so far