My Hero

Private clients

At Lloyds IFP, we pride ourselves on our professionalism and our ability to provide financial solutions for forward thinking people. Our clients have trusted us for many years, and throughout this period we’ve developed good partnership and friendships.

A wealth of experience

The foundation of the service Lloyds IFP provide is built on developing a long-term relationship and taking great care to ensure our advice is accurate, clear, organised and charged fairly.


Our services

Having peace of mind in any financial climate is something we all aspire to. At Lloyds IFP, we can help to ease the stresses of your day-to-day financial concerns and ensure that you and your family achieve that much needed financial security.

We believe that choosing an independent financial adviser is one of the most important decisions you will make. At Lloyds IFP, we provide high quality, professional financial planning with clearly defined service levels and a transparent fee structure.

Open and ethical in everything we do

We act with the utmost integrity and professionalism at all times. We are open and ethical in everything we do, putting our clients at the heart of our business.

Lloyds Independent Financial Planning offer specialist advice to private clients, including:

• Pensions

• Investments

• Estate planning

• Tax planning strategies


• Mortgages

• Equity release

• Life insurance

t: 01277 365874