Company Information

Get to know Lloyd & Co. Financial Planning Ltd

Established in 1989, Lloyd & Co. Financial Planning Ltd is a firm of Independent Chartered Financial Planners based in Wales and Chester. The company focuses on building long-term, trusted relationships with its clients by offering impartial and tailored financial advice. As a Chartered firm, it adheres to a high standard of professionalism and a stringent code of ethics, providing comprehensive financial planning services covering pensions, investments, estate planning, and insurance to help clients achieve their financial and life goals.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Lloyd & Co. Financial Planning Ltd

United Kingdom

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.