Our business model is based on client satisfaction and finding the right solution, at the right price.
We won't reinvent the wheel nor will we always find an off the shelf solution but through years of effective management, understanding, relationships with suppliers, contacts and expertise we always find the right balance.
Our management of the client requirements allows for effective and efficient delivery through all phases of an objective using whichever methodology or theory is appropriate for the need. All our consultants are friendly, approachable and highly qualified in their area but in addition to project management. As a result we operate in a consistent, professional, structured way, providing high quality review points and feedback to clients on a frequency that suits the clients' need. Whilst a number of firms may opt for a 'big 4' consultancy firm, we believe that we offer a compatible delivery and service at a significantly lower cost.
We do not use sales people and your consultant will remain the main contact, delivery expert, accountable for your objectives at all times.
The level of professionalism, reliability and focused delivery should leave you with a positive outcome. Our fee structure is flexible and adaptable for our clients. We always make sure the best option is selected given the circumstances and demands but if the alternative options calculate cheaper over the cycle of delivery we will switch clients onto a model that is more cost effective. Our upfront, direct model approach is the reason why we continue to be trusted and valued by our clients time and time again.
For example we work with individual IFAs looking to grow their business from nothing to market leading fund managers who manage billions on a daily basis. This diversification is what sets us apart and ensures that all clients are getting the most current relevant information, expertise and support.
I have worked with Ryan for several years, I can say that he exhibits all the qualities needed in a Business Leader and professional. He is able to understand what the business is asking for in a requirement even when they cannot express it adequately themselves. He asks insightful questions…
Martin Sykes Jones, Head of EMEA & APAC Revenue Control - BNY Mellon
We have worked with Ryan extensively on various fund and business related projects. It is refreshing to deal with someone who NEVER uses a buzzword, understands the fund world intimately, and will almost without doubt put you in a better position than before you engage him. If you need a…
Tom May, Chief Executive Officer - Atlantic House Group
Ryan took over management of a project that was basically going no-where; he turned the project around in a matter of days, fully engaging everyone that needed to be involved with the project. His enthusiasm and energy was relentless. The project was a total success and he inspired so many…
Wendy McCarthy, Brown Shipley
Ryan led the change of ACD process amongst a host of other projects whilst working together at Brown Shipley. It's fair to say that, in the course of the process, Ryan achieved expert status in the world of ACD providers and has retained this status ever since. It's hard to think…
Kevin Doran, Chief Investment Officer - Lloyds Banking Group
Ryan is a charismatic, enthusiastic people person who I have no hesitation in recommending - a grafter and a character.
Nick Beanland, FCSI CeMAP Chartered Wealth Manager - Rathbones
Ryan is an outstanding consultant who listened intently to our requirements and applied the perfect solutions, using his in-depth knowledge and understanding to support the senior management at a strategic level. Ryan was able to navigate the management through the challenges of off shore funds, setup considerations and support with…
Mike Newman, Chief Operating Officer - NuWealth
Ryan is extremely knowledgable on ACD's and fund structures. He spends time understanding what is required and devises solutions that utilise his technical specialty. He is an engaging character and presents solutions and options available in a clear and concise manner and is a a pleasure to work with.
Darryn Lake, Chief Investment Officer & Partner - Mercer Private Wealth
TCI used Lloyd Expert Consultancy for a full custody review. Ryan provided a professional and comprehensive service from start to finish. He engaged with all of our counterparties directly and presented findings to the Board of Directors at quarterly meetings. Ryan used his experience to help navigate the banks leading…
Pritesh Parmer , Head of Operations - TCI Fund Services
I met Lloyd Expert Consultancy whilst operating as a senior infrastructure and technical architect. Their ability to convert technical requirements into deliverable for management, all stakeholders was outstanding. The Lloyd Expert Consultant Ryan, has a way of working with individuals that ensures everyone is left at ease and in no…
James Mutch, Senior Digital Technical Architect – Department of Working Pensions
Ryan has an extraordinary insight into the UK funds market and, in particular, the ACD space. I would thoroughly recommend using his consultancy knowledge to assist in the construction of these models, to assess existing fund structures, or to help select the appropriate business partners to use as service providers.
Bill Gourlay, Chief Commercial Officer
Ryan is a consummate professional in everything that he does. He is focused, gets the job done to a high standard and is always helpful to others. A great person to have on board particularly in difficult times.
Peter Roberts, Senior Training Manager - PGMOL
Ryan advised JLT Investment Solutions on the development of a new fund suite. He was thorough in understanding our needs and at every stage of the process his support and output was meticulous, well-considered and top quality.
Mark McNulty, CEO - Mercer Global Investments
I met Ryan in a professional capacity whilst working on an Irish based project that Ryan was managing on behalf of the firm. I found Ryan to be an excellent communicator. Ryan took time collectively across all team members in Ireland to ensure progress was being made, ensuring the team…
Sinead Brennan, Assistant Vice President - Compliance at Citi
I had the pleasure of working with Ryan on the launch of the Brown Shipley’s mobile banking app. As well as his Financial Services experience, he brought with him a thorough understanding of the CRM that was required for this project’s technical integration. I was most impressed with his…
Xander Munro, Head of Marketing - Cloud Technology Solutions
Ryan is a dedicated and committed individual who relishes a challenge and deals with it in a straightforward and no nonsense manner. If you have a financial project that needs delivering then Ryan will do just that…and in a professional and top quality manner.
Michael Smith, Client Director - Brown Shipley
I would by happy to recommend Ryan to any organisation that was looking for strategy, support, hands on and best practice requirements for their business, he has a great can do attitude.
Mike Chambers, Head of ESG Oversight - Phoenix Group
I have known Ryan both as a colleague and friend for 10 years. Ryan is a knowledgeable, trustworthy and reliable friend. I would recommend him for any senior management role that requires dedication, excellent project and team management together with a good investment management and financial services background.
Jim Caulkett, Vice President - BNY Mellon Asset Servicing
I have worked with and known Lloyd Expert Consultancy for a number of years and have been impressed by the enthusiasm and can do attitude towards business in financial services. In particular consultant Ryan has a drive and passion for delivery that is of a very high standard and with an…
Thomas Rahman, Corporate Asset Ratings at Moody’s Investors Service
Having worked with Lloyd Expert Consultant Ryan for a number of years and seeing first hand how he works and performs I can honestly say Ryan performs to a high standard in everything that he does. This is evident still today after he has left the firm. Ryan did…
Alex Brandreth, Chief Investment Officer (CIO) - Luna Investment Management
Ryan is one of the few consultants that properly understands the dynamics of the host-AFM / ACD market in the UK and in Europe. Immensely well connected, knows all the major providers, their clients and the regulatory environment. Always happy to share his thoughts and opinions.
David Moffat, Senior Director - SS&C - TeX Chair
