Sectors

Lloyd Expert Consultancy Ltd cover a number of sectors within the Financial Services space which includes but not limited to,

Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant

Wealth Management

The Wealth Management sector remains one of our most dominate areas for providing client support.

Our friendly, knowledgeable and technical experts provide clients in this space with the support required.

Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant

Fund Management

Our experience and expertise in the fund management space is second to none.

We have launched a number of funds successfully on behalf of clients, providing a high level of automation, due diligence advice and management that makes for effective fund management,

Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant

Asset Management

We work with a number of asset management firms who are looking to make the services and products better for their clients.

Our dedicated change experts across asset management provide the best results when looking at any changes.

Authorised Coporate Director ACD, Funds, Fund Setup, FCA, Financial Services Programme Change Management, Management Consultant

Platform Services

With the number of technology advancements and ageing platform services in place, there has never been a better time to review the platform setup for your clients.

Currently platforms can charge between 7bps and 32bps for the same investment and client.