01823 250700
The Lloyd & Whyte Financial Adviser team is made up of nine Independent Financial Advisers and one office-based protection advisers. They cover the length and breadth of the United Kingdom and have significant experience and depth of financial knowledge, working with seven healthcare professional associations and specialising in bespoke financial planning.
Explore their profiles:
Shane Presley Daniel James Colin Williams Martin Nation
Mark Atkinson Simon Gardner Tony Dudley-Clarke
Andrew Foyle Ash Adkins
If you would like to book an appointment, please complete a form here.
Independent Financial Advisers
Shane Presley CFP™ MSCI, AFPS
Regions: Scotland & North East England
Chartered Financial Planner
My aim is for clients not to worry about money, feel confident and motivated to achieve things with real meaning in their lives. I am a Chartered Financial Planner and Wealth Manager with over 20 years of professional experience. Retirement planning is my specialism and with pensions being so complex our expertise makes Lloyd & Whyte stand clearly apart from other advisers.
Office 01823 250750
LinkedIn Connect here
Mark Atkinson DipPFS
Region: West of England
Independent Financial Adviser
I am a Financial Adviser and Wealth Manager with 30 years of professional experience. In this time I have had the pleasure of offering advice to both private and business clients. I specialise in providing advice to the medical and dental sectors. them.||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Office 01823 250750
LinkedIn Connect here
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Colin Williams DipPFS, Cert CII (MP)
Regions: West & Wales
Independent Financial Adviser
For the past 18 years, I have worked for Lloyd & Whyte, specialising in the provision of holistic planning to healthcare professionals, through our relationships with many of the UK’s top professional associations. I specialise in ‘pre’ and ‘post’ retirement planning.
Office 01823 250750
LinkedIn Connect here
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Daniel James DipPFS, Cert CII (MP & ER)
Region: London
Director of Client Services & Independent Financial Adviser
I am a qualified Financial Planner with 25 years experience in the profession. I advise on the more complex aspects of personal financial planning, particularly ‘pre’ and ‘post’ retirement advice – working with clients to fulfil their aspirations. I also regularly write and present on various topics to members of the associations in a thought-provoking and informative way.
Office 01823 250750
LinkedIn Connect here
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Simon Gardner APFS, Cert CII (MP & ER)
Regions: Southern Counties
Chartered Financial Planner
I am a Chartered Financial Planner with 20 years experience in the industry. Adopting a strategic and holistic approach to achieving the most appropriate financial solutions for clients by delivering a tailored plan to meet individuals goals to focus on what matters to them.
Office 01823 250750
LinkedIn Connect here
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Tony Dudley-Clarke DipPFS
Regions: South West, Northern Ireland & North of London
Independent Financial Adviser
I am a qualified Financial Planner with over 25 years experience in the Financial Services industry. I advise on the more complex aspects of personal financial planning, particularly ‘pre’ and ‘post’ retirement advice – working with clients to fulfil their ambitions.
Office 01823 250750
LinkedIn Connect here
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Martin Nation ACII, FPFS, Cert CII(MP)
Financial Services Director & Chartered Financial Planner
I am a qualified Chartered Financial Planner with 38 years’ experience in the profession. Wealth management and retirement planning are my specialisms and with pension legislation now so complex the expertise and experience that I can provide together with that of the team behind me makes this the right choice for professionals.
Office 01823 250750
LinkedIn Connect here
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Andrew Foyle
Relationship Development Adviser
I am a conscientious and highly motivated individual who focuses on building and developing lasting client and company relationships. I have a proven record of exceeding individual and team sales objectives in a non-regulated and regulated financial services environment, spanning over ten years. ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Office 01823 250750
LinkedIn Connect here
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Ash Adkins BSc (Hons), DipPFS, EFA
Independent Financial Adviser
As a qualified Financial Adviser and member of the Personal Finance Society, I offer my clients bespoke, impartial advice on matters such as financial protection, investments and retirement planning. I strive to bring clarity to complex financial situations, ensuring my clients have the necessary plans in place that complement their present and future financial needs. I have specialist experience assisting practitioners and businesses in the healthcare sector in conjunction with their key professional associations.
Office 01823 250750
LinkedIn Connect here
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