placeholder

Lloyd Davies

I provide advice to clients based on their individual circumstances and needs. I advise across all areas of Financial Planning including; Retirement Planning, Estate Planning, Cash Flow Modelling and Tax Efficient Investing.

My goal is to take complex areas of financial planning and make them simple. I am passionate about ensuring that my clients are fully involved in the journey so that they can use The Private Office with confidence. 

I have worked in the industry for almost ten years. My last role involved a more investment led approach which highlighted to me the importance of leading from the front with planning as the primary focus. 

Get in touch for your free consultation 

What drives me?

Originally from Yorkshire I moved to London in 2015. Outside of work I play Rugby and, when I can, golf, albeit not very well. 

My Qualifications

I am a diploma qualified financial planner and my qualifications are:

  • Diploma In Financial Planning 
  • Certificate In Discretionary Investment Management 
  • Certificate in Life and Pensions 
  • Certificate in Financial Services (General) 
  • Certificate in Financial Administration 

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

Chartered_Standard_Corp_FP_Gold.png

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the Financial Services Register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the Financial Services Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the adviser directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can also check my qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • Diploma Qualified Financial Adviser 
  • Advice based on your individual circumstances 

Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.

View all our experts