Membership Offer

We are one and the same.

YOU: As an Occupational Health Professional you are trained to maintain the wellbeing of others and you develop solutions on a daily basis. You also provide independent advice to help those who are unable to work due to health problems.

US: As an Independent Financial Advisor we are trained to maintain the financial wellbeing of others and we develop solutions on a daily basis. We also provide independent financial advice to help those who are unable to work due to health problems.

 

We are the same but different.

We both know how important it is to listen to others and find the right solution to their particular situation. However, this time the focus is on YOU. Following such a tumultuous year we are on hand to help you make considered decisions when it comes to your financial wellbeing.

As trusted advisors to the Society of Occupational Medicine, we are pleased to offer you 50% off your SOM membership for 2021 after your first financial planning meeting.

 

 

Book an Appointment

or call us on 01823 250750

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Offer Terms & Conditions

  1. This offer is only available to individuals who are SOM members, and carry out a financial planning meeting with our advisers.
  2. A 50% discount voucher will be issued to the member once a financial planning meeting has occurred.
  3. To obtain the 50% discount, the member must present proof of their paid membership renewal along with their voucher to Lloyd & Whyte. Lloyd & Whyte will refund the 50% direct to the member.
  4. Discount can only be applied to the named individual as stated on the voucher.