12/03/2025
Meet Lloyd, Lloyd has worked in financial services for over 15 years. He is a Partner at Wynchwood, as well as being a Chartered Financial Planner and part of the Compliance team. Lloyd holds specialist qualifications in Pensions (including Final Salary Transfers), Investment Management, Long Term Care and Equity Release.
Lloyd lives in Stratford upon Avon with his wife Emily, their daughter Alice and cockapoo Florence. In his spare time Lloyd is a keen endurance athlete – his longest ultra-marathon run to date being 111-miles. Lloyd has written three fiction books and plans to write more in the future.
He is also a keen fundraiser, having raised money for Children in Need, Help for Heroes and the Cystic Fibrosis Trust in recent years through a variety of challenges including ultra-marathons and charity boxing matches. Lloyd is on the Forces MoneyPlan panel of financial advisers who give free guidance to current and ex-forces servicemen and women; as well as being a mentor for the Chartered Insurance Institute, helping young professionals in the industry reach their potential.