Lloyd Expert Consultancy Ltd is a young, intelligent and vibrant Financial Services Consultancy firm based in London, Manchester and Edinburgh.
The company was established in 2017 following demand from several financial service based clients, initially around the selection and change of an Authorised Corporate Director (ACD) and for the setup of multiple funds within the UK market place.
We are completely independent and work incredibly hard on the side of our clients whilst having a deep understanding across the market place. We make no apologies for our approach and the effort we put in on behalf of clients who are at the heart of our organisation.
Our primary role and purpose is to help IFAs, Wealth Managers, Fund Managers, Sponsors and Fund Buyers to navigate through their objective in the most efficient and effective way possible or develop the strategy based on our years of experience and client interactions. Whether that is finding the right manager to manage client money in a traditional MPS or developing a dedicated Fund to assisting setup, negociation for a fund range to the best outcome.