Meet the Team

Contact us by clicking here or call us on: (01525) 211102

 

Will Lloyd – Managing Director

Will has extensive experience in pensions and investments having previously worked for two of the UK’s largest insurers. The experience and knowledge gained helps when assisting clients build a Lifestyle Financial Plan. He advises clients from SME business owners busy building their future, to those who are financially independent and enjoying the fruits of their labour.

Will is qualified to Diploma Status with the Personal Finance Society and also holds the G60 Pension specialist qualification. He is soon to take the Institute of Financial Planning’s ‘Certified Financial Planning’ qualification.

Outside work, he enjoys cycling, a bit of golf, dog walking and supporting the Cardiff Blues and Welsh Rugby team.

Mavis and Elaine and Jenny

Mavis and Elaine Jenny make up the other members of our highly valued and capable multi tasked support team.

Mavis and Elaine both have extensive experience in the world of financial services including pensions and are both heavily involved in our bespoke client financial planning process. They also have the increasingly challenging task of dealing with life and pension offices and multiple investment houses as well as updating essential client data. A great duo.

Elaine will often be involved in client meetings as she provides planning & technical support to advisers and has commenced a programme of further qualification to this end.