The Lloyd & Whyte Financial Adviser team is made up of nine Independent Financial Advisers and one office-based protection adviser. 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.
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Mark Atkinson DipPFS
Region: Scotland & the North 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
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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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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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Andrew Foyle DipPFS, EFA
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
I hold the Chartered Insurance Institute’s (CII) Diploma in Financial Planning and am a 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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Rachard Cassem DipPFS, EFA, Cert CII(MP & ER)
Independent Financial Adviser
I hold the Chartered Insurance Institute’s (CII) Diploma in Financial Planning, as well as various CII accreditations covering personal taxation and later life planning. I have additional qualifications for post retirement planning, such as equity release and long-term care. I am experienced in all aspects of holistic planning and in recent years have been dedicated to providing expect advice to clients upon all ‘later life’ financial matters.
Office 01823 250750
LinkedIn Connect here
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Adam Frampton Cert CII
Senior Healthcare & Wellbeing Consultant
Lloyd & Whyte Health & Wellbeing Division
I have over 20 years of industry experience. I specialise in Company and Individual Health and Wellbeing policies, including Private Medical Insurance (PMI), Medical Cash Plans, and Employee Assistance Programmes (EAPs). I take a whole of market approach, applying my knowledge and expertise to select a policy that meets the needs of each client, whether they are an individual, an SME, or a large corporation.
Office 01823 250750
LinkedIn Connect here
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Aleena Greville DipPFS, MSWW
Wills & Trusts Practitioner
I have worked in financial services for over 35 years, where I have gained extensive experience in inheritance tax planning (IHT) and tailored financial advice. I hold the Diploma in Financial Services and I am a member of the Society of Will Writers, now specialising in Estate Planning through the preparation of Wills and Lasting Power of Attorneys documents.
Office 01823 250750
