Matthew Lloyd

Accountable for a group of clients to ensure that their needs are fully understood, Matthew ensures service is delivered within any agreed service levels, priorities and quality standards.

Matthew attends client meetings when required and carries out all activities in relation to those clients. He also has responsibilities for identifying risk and raising awareness. 

Significant experience:

• Providing support to financial advisers on setting up a SIPP, finalising due dilgence and recommendations.
• Providing advisers with bespoke consultancy services and handling technical queries
• Technical support to advisers on SIPP investments and HMRC rules
• Account relationship management