Lloyd Fernley DipPFS
Lloyd is a senior experienced financial adviser having been involved in Investment Banking and Financial Services for over 30 years. His career started in bond trading with Toronto Dominion Bank and Chemical Bank before moving to UBS Bank where he spent most of his banking career rising to a senior level in the bond trading division. He moved to an advisory role in 2007 and holds the Diploma in Financial Planning.
He advises in all areas of financial planning with a focus on investment and pension/retirement planning as well as financial protection and estate planning. He is also qualified to provide Equity Release Advice.
His City experience and knowledge of investments and investments markets enables him to help clients understand things more clearly especially when markets become volatile. He believes this has helped him create a comprehensive and loyal client base over the years.
Outside of work, Lloyd is a keen golfer and likes to spend time with family and friends especially on holiday!