Lloyd Davies

Technical Consultant

Overview

Lloyd Davies (CII) is Drewberry's in-house technical consultant. Qualified to adviser level, Lloyd assists the advisers with research and planning for our clients. We firmly believe two heads are better than one!

T: 02035877414

Mon - Fri 09:00 - 17:30

lloyd.davies@drewberry.co.uk

  Pension Advice

  Investment Advice

  Tax Planning

Quick Fire Questions

Tea or Coffee?
Hurts me to say as a Northerner, but coffee

Biscuit or Cake?
Biscuits – every time

Cats or Dogs?
Dogs

What animal are you?
Polar Bear (Love the cold and hibernating)

Favourite colour?
Blue

Favourite Song / Artist
Reet Petite – Jackie Wilson

Biggest Life Lesson
Manners maketh man and cost nothing

Favourite Destination
Snowy French Alps (Skiing)

Lloyd's role at Drewberry

Lloyd's experience in Wealth Planning made him the perfect fit for the Drewberry Wealth team. His role is to support our Wealth experts and clients and to ensure that their financial planning needs are met.

Insurance Tip

Qualifications

Lloyd is a member of the Chartered Institute of Insurance (CII) and working towards achieving Level 6 Chartered Status.

Who is Lloyd Davies?

Lloyd first began his career in investment management and planning, seeing his company through several acquisitions before making a sideways step into Wealth Planning. Lloyd eventually found his way to London and with more than 5 years of industry experience he joined the Drewberry Wealth team.

What else does Lloyd do?

When he's not aiding Drewberry's Wealth team, Lloyd plays Rugby for Esher. If this commitment wasn't enough, he also tours National 7's circuit, which takes him all over the world. Lloyd also likes to get away when he can to go skiing.

What our clients say...

5 Star Review
Hardworking and great service
G Mccollum – 15/01/2018

Very efficient and well instructed service with polite staff. I felt Drewberry really did do their utmost to find the best deal for me personally.

5 Star Review
Would use again
F Katumwa – 15/01/2018

Very excellent service and informative. All options were offered and I had to make my own decision at the end. Would recommend.