

Reviewed for
Insurance and Protection ( 10 )
Mortgages ( 3 )
Pensions ( 69 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 32 )
Auto Enrolment ( 1 )
Investments and Savings ( 72 )
Pension Transfers - Non Specialist ( 22 )
Inheritance Planning ( 18 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 11 )
Financial Planning ( 41 )
Financial Mentoring ( 13 )
Financial Coaching ( 4 )
( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 9 )
£100k - £200k ( 3 )
( 2 )
£50k - 100k ( 5 )
Up to £50k ( 2 )
Review
by a verified client in Cornwall
a month 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
a month 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
a month 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
a month 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
Review
by a verified client in Hertfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for long term financial planning
How has Lloyd French helped you?
Lloyd has helped to provide me with confidence and security over my long term financial planning
Have you seen the outcome you were hoping for?
I am very happy with the guidance and support Lloyd always provides and he is always happy to make time for whatever I need.
Review
by a verified client in Hertfordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
It was necessary to get my ducks in a row, and get a grip of my long term financial planning.
How has Lloyd French helped you?
He and team have supported in setting up Life Insurance, pension, and investments.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I’m unable to think of anything here.
Lloyd:
Dear Justin, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Its been a pleasure working with you the few years . I look forward to continuing to work with you. Best wishes, LloydReview
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?
I wanted the best return on my investments
How has Lloyd French helped you?
Very much so, my investments have performed well above expectations
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really. The only thing I have difficulty with is navigating the portal but that's down to my technophobic shortcomings and there's always somebody at the office to lend a helping hand.
Lloyd:
Thanks very much for your review David, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had savings money to invest
How has Lloyd French helped you?
Lloyd French has been my advisor for about 20 years and has looked after my investments and pension and has given sound advice throughout
Have you seen the outcome you were hoping for?
Yes
Lloyd:
Dear Ava-Lee, thank you very much for taking the time to leave a review, I've enjopyed working with you for 20 years plus and really appreciate all of your support and look forward to continuing to work with youReview
by a verified client in Northamptonshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been a client of LLoyd's for approx 20 years, we started as I am sue a lot of people do get our pensions together and to understand them.
How has Lloyd French helped you?
Lloyd's advice has helped by keeping things simple and tangible, especially the cash forecasting model has been very informative
Have you seen the outcome you were hoping for?
Yes, our finances have grown and over the next couple of years we will be in a position to start to enjoy the fruits of our labour and LLoyd's advice.
What could they have done better?
N/A
Lloyd:
Thank you David very much for taking the time to leave us a review, it is really appreciated. Working with you and Rachel over the past 20 years is always a pleasure and I'm glad you have found our Financial Planning approach and cashflow modelling has given you confidence about your financial affairs.Review
by a verified client in Herefordshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been with Lloyd for pretty much 20 years and at that time I needed reliable advice on pension investment
How has Lloyd French helped you?
He is available to answer any queries I have. The office admin backup is quick and efficient. They are always able to come back to me fast and conveniently.
Have you seen the outcome you were hoping for?
Yes.. Subject to the usual vagaries of the market
What could they have done better?
I cannot think of anything they could have been expected to have improved upon.
Lloyd:
Thanks for leaving the review Sue , and your wonderful feedback, it is very much appreciated and i look forward to continuing to work with you for another 20 plus years! Many thanks LloydReview
by a verified client in Hampshire
3 months ago
Overall
Advice
Value
Service
What were the circumstances that caused you to initially look for an adviser?
I was in a complete quandary as to how to to what’s best for my retirement and how to get the best results in place before that happens
How has Lloyd French helped you?
Lloyd was recommended to me by a friend and has now explained fully and I might add very patiently, the best course of action and advice looking ahead. Lloyd is extremely knowledgeable, professional and I feel I can trust his judgment and suggestions completely. I always feel confident,reassured and in safe hands
Have you seen the outcome you were hoping for?
I have seen the outcome I was hoping for. Whereas I was worrying about the long term future constantly, I note feel prepared and with a plan. Thank you Lloyd!!
Lloyd:
Dear Jackie, many thanks for taking the time to leave a review, it is really appreciated. It has been a pleasure providing sound, financial planning to you since 2020 and assisting you in achieving your long term financial goals, Best wishes, LloydReview
by a verified client in Cornwall
5 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?
He has adjusted my investments to my circumstances at different stages of my life
Have you seen the outcome you were hoping for?
Largely, but then Lloyd doesn't run the British economy or the rest of the world.
Lloyd:
Hi Julie, thank you for taking the time to write to leave this review. Its been a joy working with you over the past 20 years to advise on your investments. I look forward to continuing to work with you on your financial planning needs.Review
by a verified client in West Sussex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Lloyd French helped you?
Investment & Pension advice
Have you seen the outcome you were hoping for?
Yes
Lloyd:
Thanks very much for your review Chris, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial advice/planning
How has Lloyd French helped you?
Proactive approach to meet with our financial objectives
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy
Lloyd:
Thanks very much for your review Paul, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had inherited a sum of money and wanted to invest it.
How has Lloyd French helped you?
Lloyd has helped me invest an inheritance that I received.
Have you seen the outcome you were hoping for?
Over the past seven years, I have seen my investment grow.
What could they have done better?
I have always been very happy with the advice I have received from Lloyd. I feel that he has already done the best he can.
Lloyd:
Thanks very much for your review Eve, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to safeguard my financial future and specifically retirement
How has Lloyd French helped you?
Lloyd has challenged me to think about different options and approaches to financial planning and retirement
Have you seen the outcome you were hoping for?
Yes - I have a more diverse portfolio which addresses my specific needs and objectives and have transparency in performance
What could they have done better?
Nothing
Lloyd:
Thanks very much for your review Matt, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. 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?
He was introduced by a colleague
How has Lloyd French helped you?
A sensible head to help me and my wife plan.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Lloyd:
Thanks very much for your review Nick, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To get control of various pension pots that I have accumulated over the years.
How has Lloyd French helped you?
Lloyd has merged the pensions into one manageable pension.
Have you seen the outcome you were hoping for?
Yes, it’s much easier now to understand my pension provision and more importantly how I can change it now to achieve my retirement aspirations.
What could they have done better?
Nothing, I was and continue to be very happy with the service
Lloyd:
Thanks very much for your review Phil, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. 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?
Pensions advice
How has Lloyd French helped you?
Good communicator, easy to talk to, not patronising
Have you seen the outcome you were hoping for?
Yes so far!
What could they have done better?
Nothing I’m aware of
Lloyd:
Thanks very much for your review Jane, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in East Sussex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially looked for an adviser when I started earning more and wanted to put the money to work for the future.
How has Lloyd French helped you?
As a former trader I have some understanding of markets and risk. Lloyd French helped me by having the time and patience to talk through plans with me and explain at length.
Have you seen the outcome you were hoping for?
Yes, I am very satisfied with the outcome.
What could they have done better?
I had my own cash flow model that I developed that takes into account all retirement considerations. Lloyd French has a similar model that we have gone through and I have viewing access to. It could only be better if I had the ability to use it for my own scenario analysis.
Lloyd:
Thanks very much for your review Iain, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Hampshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on my pension pot.
How has Lloyd French helped you?
Has advised and established my goals and risks and put a suitable plan in place
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Struggling to think of anything.
Lloyd:
Thanks very much for your review David, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Surrey
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Unhappy with previous advisor.
How has Lloyd French helped you?
he has given me a clear view of my options and sound advice under difficult financial circumstances ie Covid, downturn in economy, cost of living crisis...
Have you seen the outcome you were hoping for?
yeas and no. External factors have not been favorable, but the trend is towards a better return soon.
What could they have done better?
I don't think so. The state of the economy has certainly challenged us all in any decision making.
Lloyd:
Thanks very much for your review Amir, i really appreciate your feedback which will help other people see how we can assist them with their financial planning. Best wishes LloydReview
by a verified client in Northamptonshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having had a full career and many posts I had accumulated a lot of different pension benefit's, Lloyd was able to bring it altogether and make sense of it for me.
How has Lloyd French helped you?
I held a healthy scepticism around financial planning, Lloyd was a recommendation to me from a relation and he was able to show me the benefits of bringing my pensions together.
Have you seen the outcome you were hoping for?
I have been a client of Lloyd's in excess of 10 years and prior to the downturn this last year in stock markets have been very satisfied with the performance
What could they have done better?
I do not know what they could improve upon, I have found whenever I need something communication both with Lloyd and especially the team behind him has been very good.
Lloyd:
Thank you David very much for taking the time to leave us a review, it is really appreciated. Working with you and Rachel over the past 19 years is always a pleasure and I'm glad you have found our Financial Planning approach and cashflow modelling has given you confidence about your financial affairs.Review
by a verified client in Herefordshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I need advice on my pension 20 years or so ago and was introduced to Lloyd French
How has Lloyd French helped you?
He and his team have looked after my investments, given me advice, supported my financial needs etc very efficiently, and helpfully .
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I cannot immediately think of anything they could have done better. Everything has been done very effectively and well
Lloyd:
Thanks for leaving the review Sue , and your wonderful feedback, it is very much appreciated and i look forward to continuing to work with you for another 20 years! Many thanks LloydReview
by a verified client in Berkshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement age and wanted some advice on how to invest my pension fund and additional savings. I was recommended by a work colleague.
How has Lloyd French helped you?
Lloyd helped me consolidate my pension and savings into a managed fund, and also provide me with regular annual meetings in person or on video His team have been helpful with queries and support
Have you seen the outcome you were hoping for?
Yes growth has been good subject to prevailing market conditions
What could they have done better?
Nothing, his support and advice has been very good
Lloyd:
Thank you Peter very much for taking the time to leave us a review, it is really appreciated. Working with you the past 8 years has always been a pleasure and I'm glad you have found our Financial Planning approach and cashflow modelling has given you confidence about your financial affairs.Review
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?
I received my inheritance and wanted advice on the best way to invest.
How has Lloyd French helped you?
Lloyd has helped to identify my financial needs and to advise and on how best to invest. He is very easy to talk to to and answers all my questions.
Have you seen the outcome you were hoping for?
Yes I have. My investments have steadily increased in value.
What could they have done better?
Nothing! Lloyd is excellent and so is his team. I'm very happy to be working with him and would recommend him to anyone.
Lloyd:
Hi Jennifer, thank you for taking the time to post this positive review I really appreciate it. Working with you these past 14 years has been a joy, and through careful cashflow modelling we have been able to plot the right course for you to keep hitting your financial goals. I look forward to continuing to provide you with independent financial planning guidance.Review
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?
The death of my first husband.
How has Lloyd French helped you?
He has helped me to invest my money for the long term over many many years.
Have you seen the outcome you were hoping for?
Broadly, but then Lloyd doesn't run the Country.
What could they have done better?
Nothing really. He has always been very helpful.
Lloyd:
Hi Julie, thank you for taking the time to write to leave this review. Its been a joy working with you over the past 19 years to advise on your investments. I look forward to continuing to work with you on your financial planning needs.Review
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?
We have worked with Lloyd for many years and was recommended by our accountant
How has Lloyd French helped you?
Lloyd has provided consistent advice on investment and inheritance tax planning which has enabled us to plan our financial future. He has listened and understood our circumstances offering advice and guidance on relevant products and services
Have you seen the outcome you were hoping for?
The outcome has been as requested
What could they have done better?
The service has been excellent always available to answer questions as they have arisen and giving regular updates on investments
Lloyd:
Thanks for your feedback Caroline, we really appreciate you taking the time to do this and value your comments. I look forward to continuing to work with you and Anthea in the best interests of your mums financial affairs. Best wishes, LloydReview
by a verified client in Middlesex
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
He has advised me for over 15 years
How has Lloyd French helped you?
With investments, financial planning for the future and pension
Have you seen the outcome you were hoping for?
Yes I am very satisfied with the outcome of his advice and I am happy to continue as a client
What could they have done better?
Nothing I can think of.
Lloyd:
Dear Ava-Lee, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in Hertfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to get my portfolio in order, be more strategic, and have some confidence in the future stability of me/my family.
How has Lloyd French helped you?
Lloyd has been able to explain things which clearly he’s an expert in, using simple language that I’m able to follow and understand. I’m happy to simply ‘rubber stamp’ anything he suggests because he clearly knows what he’s talking about and backs it up with useful data. Lloyd is then supported by an incredible team who simply make things happen! They’re brilliant.
Have you seen the outcome you were hoping for?
Yes. It’s only been a year, but my portfolio has certainly grown in line with expectations.
What could they have done better?
Genuinely, I cannot think of anything!
Lloyd:
Dear Justin, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Its been a pleasure working with you the past year . I look forward to continuing to work with you. Best wishes, LloydReview
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband has used Lloyd for his pension.
How has Lloyd French helped you?
Following the death of my husband Lloyd helped me transfer his pension over to me and offered me help and support in dealing with my own finances.
Have you seen the outcome you were hoping for?
Its early days but things are moving in the right direction.
What could they have done better?
I think they have done everything to make all the transitions as easy and as understandable as possible for me.
Lloyd:
Dear Sarah, thank you very much for taking the time to leave a review. Seeking advice from a financial planner that you trust at challenging times in your life is always a good idea. I hope that the advice and planning we have conducted utlising cashflow modelling you have found of use and given you some comfort and clarity of what the future may hold. I look forward to continuing this journey with you and helping you acheive your financial goals.Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been working with Lloyd and his team for many years now (>20) and have always found the advice I have receieved to be measured, detailed, evidenced based and very informative. Having just had my annual review (March '23) with Lloyd, personally, I'm pleased to see that my porfolio returns and growth have met or exeeded projected returns, so I am, again, comfortable with the advice I recieve. I'm very satisfied with the service Delaunay have, and continue to provide so would be happy to recommend.
How has Lloyd French helped you?
See above
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am happy with the service I receieve year on year.
Lloyd:
Dear Simon, thank you very much for taking the time to leave this review and positive feedback, it is much appreciated. Its been a pleasure working with you the past 20 years and advising you on acheiving your financial goals. I look forward to continuing to work with you. Best wishes, LloydReview
by a verified client in West Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Delaunay came recommended after I decided I needed an expert to look after my pension and financial planning.
How has Lloyd French helped you?
Lloyd has provided advice, recommendations and set up a base for me to now build on and and he and the team have been excellent.
Have you seen the outcome you were hoping for?
Yes so far
Lloyd:
Dear Matthew, thank you very much for taking the time to leave a review. Seeking advice from a financial planner that you trust is important especially when pesnion advice is required due navigating the annual allowance and tax reliefs involved. I hope that the advice and planning we have conducted utlising cashflow modelling you have found of use and given you some comfort and clarity of what the future may hold. I look forward to continuing this journey with you and helping you acheive your financial goals.Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice as to how I should proceed now I am widowed and know that it is important now to plan for the future. I was reccommended to Lloyd by a family friend
How has Lloyd French helped you?
I have felt constantly that i am in good and trustworthy hands with LLoyd advising me, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible with regards to my pension and savings. He has helped me make impoortant decisions
Have you seen the outcome you were hoping for?
I have every faith that this will happen
Lloyd:
Dear Jackie, many thanks for taking the time to leave a review, it is really appreciated. It has been a pleasure providing sound, financial planning to you since 2020 and assisting you in achieving your long term financial goals, its also great to see despite current financial markets being challenging that we are on track. We will continue to reviewing the plan we created and will make any course corrections required along the way to ensure get you to your destination. Best wishes, LloydReview
by a verified client in Hertfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial planning and security
How has Lloyd French helped you?
Thorough and regular financial advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Very happy with Lloyd
Lloyd:
Dear Leon, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in East Sussex
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I initially looked for a financial adviser when I started receiving annual bonus payments as an interest rate trader.
How has Lloyd French helped you?
Lloyd helped me by taking time to understand and discuss my financial aspirations.
Have you seen the outcome you were hoping for?
Yes, I am satisfied with the outcome.
Lloyd:
Dear Iain, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recover an old pension
How has Lloyd French helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
Lloyd:
Dear Nanje, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in Berkshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Lloyd French helped you?
Consolidated pensions and put investment strategy in place to achieve desired outcomes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing I can think of
Lloyd:
Dear Calum, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
n/a
How has Lloyd French helped you?
Lloyd's financial advice has been invaluable, but his life advice has been. He was a huge support in my divorce. His sharing of contacts with me was very reassuring.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
n/a
Lloyd:
Dear Helen, thank you very much for taking the time to leave a review, it is very much appreciated. I look forward to our next annual progression meeting were we will update your financial plans and make any course corrections needed to ensure we hit your goals.Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Tax planning, many years ago
How has Lloyd French helped you?
I have been a client of Lloyd’s for many years now and I have always found his advice, guidance, and the financial returns he and his team have provide excellent.
Have you seen the outcome you were hoping for?
Yes…
What could they have done better?
I feel we can all wish for greater returns but, with a pragmatic eye, Lloyd has delivered.
Lloyd:
Dear Simon, thank you very much for taking the time to leave a review, it is very much appreciated. I look forward to our next annual progression meeting were we will update your financial plans and make any course corrections needed to ensure we hit your goals.Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pensions
How has Lloyd French helped you?
Managed my Pension - I am now moving my ISAs as well
Have you seen the outcome you were hoping for?
Yes
Lloyd:
Dear Nick, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in Hampshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I required tax efficient Investments.
How has Lloyd French helped you?
He has provided advice on various tax efficient Investments and pensions savings.
Have you seen the outcome you were hoping for?
The Investments are on going, but the Investments which have reached maturity, have achieved the reason for the investment.
Lloyd:
Dear Mark, thank you very much for taking the time to leave a review, it is very much appreciated. I look forward to our next annual progression meeting were we will update your financial plans and make any course corrections needed to ensure we hit your goals.Review
by a verified client in Oxfordshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Setting up a SASS
How has Lloyd French helped you?
Very helpful initially explaining different ways in which we could set up our pension fund
Have you seen the outcome you were hoping for?
We are very happy with the advice given.
What could they have done better?
Not a lot!!!!
Lloyd:
Dear Sally, thank you very much for taking the time to leave a review, it is very much appreciated.Review
by a verified client in London
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Death of partner
How has Lloyd French helped you?
Manages my portfolio
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am completely satisfied with the service
Lloyd:
Dear Barbara, thank you very much for taking the time to leave a review, it is very much appreciated. I look forward to our next annual progression meeting were we will update your financial plans and make any course corrections needed to ensure we hit your goals.Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice and consolidating savings
How has Lloyd French helped you?
Annual advice
Have you seen the outcome you were hoping for?
Yes and the team who support him in the back office are so efficient and helpful
What could they have done better?
Nothing
Lloyd:
Dear Claire, thank you very much for taking the time to leave a review, it is very much appreciated. I look forward to our next annual progression meeting were we will update your financial plans and make any course corrections needed to ensure we hit your goals.Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to move various pensions into one manageable platform and needed help and advice to ensure level of investment would provide the retirement I wanted.
How has Lloyd French helped you?
Lloyd has confidently helped us to plan our finances and manage our investments.
Have you seen the outcome you were hoping for?
Yes, our investments are long term so do fluctuate. But we understand what is happening and Lloyd keeps us updated.
What could they have done better?
Nothing
Lloyd:
Dear Phil, thank you very much for taking the time to leave a review, it is very much appreciated. I look forward to our next annual progression meeting were we will update your financial plans and make any course corrections needed to ensure we hit your goals.Review
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of SIP pension and general advice.
How has Lloyd French helped you?
He was very well informed and his advice was sound.
Have you seen the outcome you were hoping for?
Not yet because of economic climate.
Lloyd:
Dear Derek, thank you very much for taking the time to leave a review, it is very much appreciated. Its been a pleasure to work with you so far and i know if we stay the course with the plans we have advised you on over the long term, when the economic enviroment improves along with financial markets picking up that what we have done will move you closer to your financial goals. I look forward to our next annual progression meetingReview
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dealing with pensions and investments following the death of my husband who received advice from Lloyd for at least 10 years.
How has Lloyd French helped you?
He has helped me take the stress out of transferring pensions and Isas
Have you seen the outcome you were hoping for?
Its early days.
Lloyd:
Dear Sarah, thank you very much for taking the time to leave a review. Seeking advice from a financial planner that you trust at challenging times in your life is always a good idea. I hope that the advice and planning we have conducted utlising cashflow modelling you have found of use and given you some comfort and clarity of what the future may hold. I look forward to continuing this journey with you and helping you acheive your financial goals.Review
by a verified client in Buckinghamshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to ensure my own financial security and be able to pass on what was left to my children in the most efficient manner
How has Lloyd French helped you?
Lloyd has explained the tax intricacies of various investment options as well as the risks and rewards that come with them.
Have you seen the outcome you were hoping for?
I feel confident that Lloyd has achieved both a regular income for myself and protected capital for my children.
What could they have done better?
I can't think of anything Lloyd could have done better.
Lloyd:
Thanks for your feedback Sheila, we really appreciate you taking the time to do this and value your comments. I look forward to continuing to work with you in the best interests of your mothers financial affairs. Best wishes, LloydReview
by a verified client in Herefordshire
2 years ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice regarding my pension
How has Lloyd French helped you?
He managed the transition to the SIPP scheme for me many years ago and has done a reliable job for me ever since
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Everything has been pretty fine .. I cannot think of anything.
Lloyd:
Thanks for leaving the review Sue , and your wonderful feedback, it is very much appreciated and i look forward to continuing to work with you for another 20 years! Many thanks LloydReview
by a verified client in Northamptonshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Prior to working with Lloyd we had not got a vision for a proper financial goal.
How has Lloyd French helped you?
Over the time of working with Lloyd we have put together a mid and long term plan and that has helped us to plan for our retirement but also to put in place sound finances for our child. His team are very good at following up those plans and putting them into place.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Dont Know
Lloyd:
Thank you David very much for taking the time to leave us a review, it is really appreciated. Working with you and Rachel over the past 18 years is always a pleasure and I'm glad you have found our Financial Planning approach and cashflow modelling has given you confidence about your financial affairs.Review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lloyd has been a long term trusted adviser to my mother
How has Lloyd French helped you?
Lloyd has given advice re inheritance and also for providing my mother with financial security and income.
Have you seen the outcome you were hoping for?
Both the stated objectives have been achieved
Lloyd:
Thanks for your feedback John, we really appreciate you taking the time to do this and value your comments. I look forward to continuing to work with you in the best interests of your mothers financial affairs. Best wishes, LloydFirst impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Lloyd
I've so far really enjoyed working with Lloyd. He explains things in plain, simple, English, and has a lot of patience for my numerous silly questions! He has made this stuff actually quite interesting!!!
Lloyd:
Thank you very much for your initial review and comments Justin, I look forward to working with you in future to help you acheive your financial goals. Best wishes LloydReview
by a verified client in Surrey
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
.
How has Lloyd French helped you?
.
Have you seen the outcome you were hoping for?
.
Lloyd:
Hi Paul, thank you for taking the time to write to leave this review. Its been a pleasure working with you these past ten years and i look forward to working with you in future. Kind regards, LloydReview
by a verified client in Buckinghamshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To have safe investment portfolios.
How has Lloyd French helped you?
Establishing and setting up products that are suitable for me.
Have you seen the outcome you were hoping for?
In the current climate I think things are as good as they could be.
What could they have done better?
Nothing. I feel well informed after our annual discussion.
Lloyd:
Hi Gail, thank you for taking the time to write to leave this review. Its been a wonderful to have worked with you the past 18 years to advise and guide with your finances. Thank you for your ongoing support and for trusting me with your finances.Review
by a verified client in Warwickshire
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Company support for a healthcare Policy and Auto-enrolment
How has Lloyd French helped you?
Provides advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Lloyd:
Hi Lydia, thank you for taking the time to write this positive review. Its been a pleasure to work with you and your colleagues over many years advising on the employee benefits package you offer staff. I look forward to continuing to work with the company in future.Review
by a verified client in Berkshire
3 years ago