Welcome

Where Expertise Matters

Our primary role and purpose is to help,

- Independent Financial Advisors (IFAs)
- Wealth Managers
- Asset Managers
- Fund Managers
- Fund Buyers
- Fund Sponsors
- Custody Clients
- Depositary Clients
- Platforms

Lloyd Expert Consultancy Ltd is a proudly independent, 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, over a variety of reasons from Fund Setup, Fund Manager selection to change of an Authorised Corporate Director (ACD), Depositary, Custodian, Transfer Agency and Fund Accounting, 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.

We navigate through important objectives in the most efficient and effective way possible or develop the strategy based on over 25 years experience and client interactions.

Whether that is finding the right manager to manage client money in a traditional Model Portfolio Service (MPS) or developing a dedicated Fund to assisting setup, negotiation for a fund range to the best outcome.

This primary need was driven by client frustrations and their challenges regarding the right solution for them.

The 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 regulator itself can find the marketplace a challenge and often tries to address this by a thematic review or firm engagement.

Lloyd Experts mitigate any risk by carefully and constructively managing this entire process for our clients.

We cut through the confusion and give clients the reassurance and understanding to what they are signing upto.

Following over 25 years in change / strategic management within the financial services sector and managing budgets ranging from thousands to billions it is clear that all 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.

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 use Lloyd Expert Consultancy instead of contractors or temp resources.

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.

Client Testimonials

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

Mission

"Be the best independent consultancy firm in the UK and Europe"

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.

Please read some testimonials for what our clients say about us,

Client Testimonials

Our objectives within the mission is simple...

  • Professional Delivery
  • 100% client satisfaction
  • Effective Communication
  • Budget Management on Time Delivery
  • Stakeholder Management
  • Program Management
  • Exceed expectations
  • Deliver value for money
  • Maintain and nurture long standing relationships with clients

Financial Conduct Authority impact and objectives

Consumer Duty

Fund Manager Selection

Access to fund managers not readily available directly

Depositary and/or Custodian Review and Selection

Ensure best solution design and partnership

Platform Setups / Changes

Choice & Transfer

Client Segmentation

Cost Effective Management

Wealth Management Digitalisation

Mobile App / Durable Media

FCA Permissions

100% Success Rate

Operational Best Practice

Process and Procedures

Fund Due Diligence and Setup

FCA Standard & Application

ACD Selection / Review

Whole Market

Financial Conduct Authority impact and objectives

Consumer Duty

Fund Manager Selection

Access to fund managers not readily available directly

Depositary and/or Custodian Review and Selection

Ensure best solution design and partnership

Platform Setups / Changes

Choice & Transfer

Client Segmentation

Cost Effective Management

Wealth Management Digitalisation

Mobile App / Durable Media

FCA Permissions

100% Success Rate

Operational Best Practice

Process and Procedures

Fund Due Diligence and Setup

FCA Standard & Application

ACD Selection / Review

Whole Market

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.

Please read some testimonials for what our clients say about us,

Client Testimonials

Our mission is simple

Values

L

- Love, coming to work and what you do

L

- Loyalty, to the client

O

- Original, the best solution and answers are usually original

Y

- Yes, we can achieve

D

- Dedicated, to delivery despite setbacks

Home

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
London
Greater London
W1W 7LT


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

Info@lloydexpert.co.uk