Lloyd French

What were the circumstances that caused you to initially look for an adviser?

I signed up with Lloyd over 20 years ago when Sipps first came out .

How has Lloyd French helped you?

He has supported and managed my finances very competently and efficiently through the various life changes since then, including retirement, family death and estate complications, giving me timely advice and support when required .

Have you seen the outcome you were hoping for?

Yes.. Certainly he has managed my affairs through difficult financial climates and I am happy to have weathered the various storms and come out the other side fine

What could they have done better?

Nothing that I can think of

What were the circumstances that caused you to initially look for an adviser?

I wanted expert advise on how best to manage my income for a secure financial future.

How has Lloyd French helped you?

I've worked with Lloyd for over 20 years and he has constantly given me expert advise on how to manage and invest my money over with a focus on making sure my pension & savings work for me to generate future income plus make my money work as tax efficiently as possible.

Have you seen the outcome you were hoping for?

Yes, his advise has resulted in great financial result.

What could they have done better?

Nothing, Lloyd has been consistently helpful and insightful, always just a phone call away for any financial advise and to help navigate changes in tax & finance.

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.

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.

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