Lloyd & Whyte Advisers

The Lloyd & Whyte Financial Adviser team is made up of eight Independent Financial Advisers and two 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

David Beckett          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

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David Beckett BA(Hons), DipPFS

Region: East of England

Independent Financial Adviser

I am a Financial Planner and Wealth Manager with over 10 years of professional experience. Retirement planning is my specialism. I am committed to providing clear and professional advice to my clients and making a real difference to what matters to them. My aim is to get to know you and not simply offer standard answers.

   Office                01823 250750

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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.

    Office               01823 250750

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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

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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

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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

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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

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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

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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

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Ash Adkins

Relationship Development Adviser

I offer all my clients bespoke impartial advice on financial protection and associated products with the aim of ensuring they have solutions in place that complement their wider financial planning needs. I have specialist experience assisting professionals and businesses in the healthcare sector through work in conjunction with some of the UK’s key professional associations. I regularly attend events and conferences across the UK.

             Office                01823 250750

            LinkedIn          Connect here

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