Financial Wellbeing
Financial Wellbeing

Financial Wellbeing in the Workplace

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.Saving

Our ethos is to help you embrace the need for saving and protecting, with the understanding that there is no point working hard to save without benefitting further down the line. 

The entrepreneurial spirit of Lloyd & Co. has filtered into the business arena and as a fully independent financial planner providing employee benefits, we are well placed to offer our expertise to the employees of businesses large and small.

The wellbeing of employees for most businesses is crucial to the growth and prosperity of all those involved, so at Lloyd & Co. we provide a no cost to your business Financial Wellbeing Clinic which supports any benefits programs you already offer or as a standalone service.

InvestmentThe clinic can be held at a time best suited to the business. All we require is a room with table and chairs, where we can sit down privately with those individuals who would like expert advice on their finances.

The only cost is the time taken to speak with the employees.

We will assist the employees in unravelling their financial situation, providing structure and an action plan. Some of the areas we deal with include pensions, life assurance, mortgage queries, savings, investments or even retirement planning, if the time is right.

If you would like further information on how we can provide benefit to you and your employees , please give us a call on 01704 443107 or email

We look forward to making a difference.