David Lloyd Jones IFA Ltd. is an independent financial advice company specialising in savings, investment & pensions. With over 20 years of experience in giving personalised financial advice, we work on the basis that everybody has different financial requirements and as such only by speaking in person with our clients can we provide accurate and effective financial advice.
We are fully FPCs accredited since 1994 and since 2012 David Lloyd Jones also holds a Diploma for Investment Advice. We believe that in order to provide personal financial advice, we must meet our clients and gain understanding of their particular circumstances. To do this, we provide a free initial consultation which will usually take around an hour, depending on the level of advice required.
We are qualified to assess the suitability of existing Pension provisions. What this means is that we examine the existing arrangements, and assess whether the clients positioned correctly and all risk criterion are observed.
We are fully FPCs accredited since 1994 and since 2012 David Lloyd Jones also holds a Diploma for Investment Advice. We believe that in order to provide personal financial advice, we must meet our clients and gain understanding of their particular circumstances. To do this, we provide a free initial consultation which will usually take around an hour, depending on the level of advice required.
We are qualified to assess the suitability of existing Pension provisions. What this means is that we examine the existing arrangements, and assess whether the clients positioned correctly and all risk criterion are observed.
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