Lloyds Independent Financial Planning Ltd
Lloyds Independent Financial Planning Ltd is a financial services company based in Brentwood, England. They specialize in providing expert financial advice and planning to their clients. Their team of experienced financial consultants work closely with each client to understand their unique financial goals and develop a customized plan to help them achieve success. Lloyds Independent Financial Planning Ltd is committed to providing exceptional service and helping their clients navigate the complex world of finance with confidence.
Introduction to Lloyds Independent Financial Planning Ltd
Lloyds Independent Financial Planning Ltd is a financial consulting firm located in Brentwood, England. The company was established with the aim of providing personalized financial services to individuals and businesses. With over a decade of experience in the financial industry, Lloyds Independent Financial Planning Ltd is committed to offering clients the best financial advice to help them achieve their goals. What makes this company unique is its focus on building long-term relationships with clients and tailoring services to meet individual needs.Services & products
Lloyds Independent Financial Planning Ltd offers a range of financial services to clients. These include investment planning, retirement planning, tax planning, and estate planning. The company also provides advice on mortgages, insurance, and savings. Clients can expect personalized and comprehensive financial planning services that are tailored to their specific needs and goals.Location
Lloyds Independent Financial Planning Ltd is located in Kelvedon Hatch, which is a quiet and peaceful area in Brentwood. The area is known for its beautiful countryside, and clients can expect to find a range of businesses in the area, including small local shops and restaurants. The company is easily accessible by public transportation, with the closest bus stop (Kelvedon Hatch, White Hart PH) located just a 2-minute walk away. The nearest train station is Shenfield Station, which is approximately 5 miles away from the company.Benefits
Clients should choose Lloyds Independent Financial Planning Ltd because of its commitment to providing personalized financial services. The company takes the time to understand clients' needs and goals, and offers tailored solutions to help them achieve financial success. Additionally, the company has a team of experienced financial consultants who are dedicated to providing the best advice and guidance to clients.Good to know
Clients should be aware that Lloyds Independent Financial Planning Ltd is a fee-based financial consulting firm. This means that clients pay for the services they receive, rather than the company receiving commissions from financial products. This ensures that the company is always acting in the best interest of its clients.Reviews
Customers have praised the personalized service and attention to detail provided by Lloyds Independent Financial Planning Ltd. Clients have also noted the company's expertise in financial planning and its ability to provide tailored solutions to meet individual needs. Overall, customers have expressed high levels of satisfaction with the services provided by the company.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services, including investment planning, retirement planning, tax planning, estate planning, and insurance planning. We work with our clients to develop personalized financial plans that meet their unique needs and goals.What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry, with many of them holding professional designations such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). They also receive ongoing training and education to stay up-to-date on the latest industry developments and best practices.How do you charge for your services?
We typically charge a fee for our services, which is based on the complexity of the client's financial situation and the scope of the services requested. We are committed to being transparent about our fees and will provide a detailed breakdown of all costs upfront.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references and case studies upon request. We have worked with a wide range of clients, from individuals and families to business owners and executives, and have helped them achieve their financial goals through our personalized planning approach.How will you tailor your services to meet my specific financial goals and needs?
We believe that every client is unique, which is why we take a personalized approach to financial planning. We will work closely with you to understand your specific financial goals, needs, and concerns, and develop a customized plan that addresses them. We also provide ongoing support and monitoring to ensure that your plan stays on track and adjusts as your circumstances change.Reviews
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Katie T
My partner and myself were first time buyers and were recommended this company though a family friend and we could not be happier with the service provided by them. They were our best decision through the whole buying a house process. We didn't know a single thing about the process of buying a house and felt very vulnerable at the start. As soon as we hired Lloyds Independent Financial planning as our mortgage broker all stresses we had were immediately put to rest. They explained every step of the process thoroughly and clearly. They were always a phone call away and responded to our emails extremely fast and in depth. They are extremely responsive and there knowledge shines through with the amount of depth of there explanations. They made the once daunting though of purchasing a house a breeze. Amazing value for money. My partner received a gift towards our mortgage deposit and the company we selected to do our mortgage with required us to fill an extra form in for the gift. Whilst me and my partner filled this form in, our mortgage broker came back to us saying there is actually now a cheaper mortgage offer available and that whilst they sent the gift form back they could request if we could change mortgage offer. They explained that it's not guaranteed the mortgage lender will agree but would you believe it!!!! The mortgage lender agreed, so thanks to Lloyds independent financial planning ltd we now have a cheaper monthly mortgage repayments. My partner and myself really can't thank you enough for everything you have done and we will certainly be recommending you to everyone and anyone. You have truly been the best mortgage brokers we could have hoped for. Thank you Sarah and Paul.
29-05-2021
