Independent Employee Benefits Reinvented. We pride ourselves on being fully independent and work hard to ensure we get the best policies for our clients every time. Our staff are highly qualified within the industry and will work with your company to achieve your goals.

A happy workforce is a productive workforce and we help lots of companies take care of their employees and ensure that their wellbeing is at the forefront of everything they do. Why not sit down with one of our Senior Consultants to work through a Health & Wellbeing strategy.

About Lloyd & Co Financial Planning

About Us

Lloyd & Co was born out of a desire to reinvent the employee benefits process; to do things differently. To bring employee benefits to life and to really listen and hear the needs, wants and dreams of our clients. We’ve grown organically since our inception in 2009, largely down to the passion we have for what we do. We are also very grateful to our loyal clients, many of whom have contributed to our growth by recommending us to their colleagues.

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Where do we start?

One of society’s modern problems, particularly in the employees benefits sector, is information overload - it’s difficult to see the wood for the trees. Information overload and scarcity of time is one of the reasons our clients place a high value on the clarity we provide them. Clients regularly tell us that our service leads to a full understanding of their health and wellbeing strategy. This understanding, along with a clear plan for now and the future, can place your company in the best position to get the most out of your plan.

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Our Services

Every day we are seeing an increased strain put on our NHS, which is leading to increased waiting times to receive a diagnosis and treatment plan. Our aim is to give our clients access to a range of comprehensive Private Medical Insurance (PMI) policies that; cover the cost of accessing diagnosis and treatment for eligible conditions, in private hospitals or wards, with your choice of specialist. At Lloyd & Co, we treat everyone individually to create a tailored health and wellbeing plan. This will give you peace of mind that if you fall ill, you will have access to quick diagnosis and treatment.

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Chartered Status

Only 1% of financial planners are chartered.  We are one of them

Chartered status enables individuals and firms to demonstrate their professional commitment to raising standards of knowledge, capability and ethical practice. It tells their customers that they can expect the highest quality of service.

With increased FCA regulation, new distribution channels, intense competition and relentless media scrutiny, the insurance and financial services sector is constantly aiming to improve professionally.

We are very proud of our Chartered status as only a small percentage of practises hold this title.