Our Library
Rebuilding Finances After Divorce
31/03/2015
Background After 22 years of marriage Alan and Anna decided to divorce. This can be a very upsetting period for many couples due to the emotional turmoil and uncertainty surrounding both....
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Creating A Legacy For Your Family
01/04/2015
Background Graeme, a retired business owner and his wife Carol were referred to us by a friend. They had a combined estate worth circa £2.7m and had a number of different....
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Getting It Right At Retirement
01/04/2015
Background As Bill and Wilma approached retirement they were keen to ensure they maximised their income and made the most tax efficient use of the assets they had accumulated. Bill and....
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Living A Comfortable Life In Retirement
07/04/2015
Background Having been retired for over 6 years George and Elizabeth felt now was a good time to review their finances with a view to simplifying matters. They felt the amount....
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A Growing Family
07/04/2015
Background Bob and Sue have three children. Bob is a busy IT Consultant and Sue owns a florist. They had taken advice regularly from their bank and as such had accumulated....
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Financial Wellbeing In The Workplace
11/12/2018
Now in our tenth year, Lloyd & Co. Financial Planning have been focused on building lifelong relationships with our clients, supporting them through the complicated maze of all things financial. Our....
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