Who are Lloyd And Co?

Lloyd & Co Employee Benefits 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.


Our Head Office is situated in Southport Merseyside, although we have staff based around the country. We are passionate about our profession and have achieved Chartered Independent status. Our ethos is focused firmly on our clients happiness. We place our client’s hopes, goals and aspirations at the heart of our planning.


The company was founded by David Lloyd, David has many years’ experience within the financial services and employee benefits profession initially working for other organisations. Lloyd & Co was established as David felt that the profession had become stale, stuffy and boring. Everywhere he had worked the focus was to sell sell sell with sales targets that had to be met. At Lloyd & Co we will never have sales targets as dealing with clients needs is a privileged responsibility and should certainly not be sales driven. Our business is founded on the basis that all our clients are unique with their own agendas in business. Our role is to assist them in making the right choices to facilitate what they want from their Health & Wellbeing strategy and never ever make things confusing.


As an independent Employee Benefits practise based in Southport, we offer whole of market reviews and NOT just a chosen few. Our focus is on building long term client relationships, through the delivery of quality service. We aim to make complex issues clear and understandable, to listen to your needs and deliver what we say we will. It’s as simple as that.