Welcome

Where Expertise Matters

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.

This primary need was driven by client frustrations and their challenges regarding the right solution for them. The ACD market place can be a mine field and many clients feel that a solution is often provided that won't necessarily address all of their requirements. The fund world and setup of funds with an ACD can be confusing and easily misunderstood which can then result in unknown risks or misunderstanding. Please be aware you are not alone as the regulator itself finds the ACD marketplace a challenge with multiple different models.

Lloyd Experts mitigate this risk by carefully and constructively managing this entire process for our clients to ensure safe transition from model portfolio management to true fund management. We cut through the confusion and give clients the reassurance and understanding to what they are signing upto.

As a result we are the only consultancy firm currently that specialises in Authorised Corporate Director (ACD) Selection / Review and Negotiation. We provide everything you need for fund setup through to launch. Using our unique scoring matrix, we ensure every client gets exactly what they are looking for both with existing and new funds with an ACD.

All firms will go through a period of transformation whether planned or unplanned and it is important to control and manage this change effectively.

Following over 20 years in change / strategic management within the financial services sector and managing budgets ranging from £40k to a billion, it is clear that firms will continually need to develop their business. With the ever changing requirements in the market place it is important that the right support and help is available across a multitude of challenges.

As a result many clients don't necessarily want, need or can afford a full time expense with expertise; so it makes sense to bring in experts when required.

When comparing resources for a piece of work or an objective many clients are starting to use Lloyd Expert Consultancy instead of contractors or temp resources as we have the expertise that cares and want to maintain a long term relationship with clients. We can provide the right service how and when you want it.

Welcome to Lloyd Expert Consultancy Ltd, Where Expertise Matters, when you need it.

Fund Manager Selection

Access to fund managers not readily available directly

Non-Executive Directors (NEDs)

To Support Recent FCA Guidance Requirements

Platform Setups / Changes

Choice & Transfer

Client Segmentation

Cost Effective Management

Wealth Management Digitalisation

Mobile App / Durable Media

FCA Permissions

100% Success Rate

Operational Efficiency

Improvements

Fund Setup

FCA Standard & Application

ACD Selection / Review

Whole Market

FCA Permissions

100% Success Rate

Wealth Management Digitalisation

Mobile App / Durable Media

Client Segmentation

Cost Effective Management

ACD Selection / Review

Whole Market

Operational Efficiency

Improvements

Fund Setup

FCA Standard & Application

Platform Setups / Changes

Choice & Transfer

Non-Executive Directors (NEDs)

To Support Recent FCA Guidance Requirements

Fund Manager Selection

Access to fund managers not readily available directly

Mission

In order to deliver the best quality, we have a group of highly qualified experts who take personal responsibility for the clients' needs. We can and do work with any provider or supplier to ensure effective joined up management of your needs and will take an active leading role unless otherwise directed to ensure delivery.

Our mission is simple

Mission

In order to deliver the best quality, we have a group of highly qualified experts who take personal responsibility for the clients' needs.

We can and do work with any provider or supplier to ensure effective joined up management of your needs and will take an active leading role unless otherwise directed to ensure delivery.

Our objectives, mission is simple

  • 100% client satisfaction
  • Communication
  • Delivery
  • Budget
  • Timeline
  • Professionally qualified non executive directors (NED)
  • Stakeholders
  • Management
  • Exceed expectations
  • ISO 9001 Standard
  • Deliver value for money
  • Maintain and nurture long standing relationships with clients
  • We meet all clients initially free of charge, no obligation, purely to understand if we can help and if so, how
  • Build our reputation from word of mouth without expensive marketing campaigns or sales people
  • Support charities and local communities by providing resources / sponsorship at least once a year
  • Lloyd Experts cover the whole of the UK and Europe
  • Provide expert commentary, understanding to the wider community through the media and events

Offer a 24-hour on site guarantee service from initial request throughout the UK for urgent issues or emergencies such as FCA visits / Root Cause Analysis problems,

For help on site within 24 hours email: HELP@lloydexpert.co.uk

Get in Touch

We cover all sectors within financial services. If you are looking for some help or
understanding then please get in touch, and we will put you in touch with the right Lloyd Expert for you.

Contact Us

General Enquiries

Get in Touch

Lloyd Expert Consultancy Ltd
85 Great Portland street
City of London
London
W1W 7LT


UK Registered Company No. 10903784
VAT Registered No. (TBC)

Info@lloydexpert.co.uk