Investments & savings advice

Discover bright financial vistas with Lloyd & Whyte.

It doesn’t matter how passionate we are about our careers, sometimes life becomes work and vice versa.

Try not to think about work for a moment. What dreams are you keeping on the back burner? You must have some, we all do.

That’s what financial planning is about: creating a path that leads to…whatever you want.

Why Lloyd & Whyte?

  • We’re officially appointed by the AOP – so you can trust us.
  • We’re independent – meaning any advice we give is firmly in your interests.
  • No other company understands your profession, and financial position like we do.

What now?

Meet with one of our Independent Financial Advisers (IFAs)

If you’d like, you can speak to one of our independent advisers. Using expert, industry specific knowledge our IFAs can review your finances from scratch and create a bespoke portfolio for you.


Have a go yourself

If you’re raring to go – there’s Affinity Online – our (online) investment service. This suggests a portfolio based on your needs and attitude to risk. Even if you’re not ready to invest yet, Affinity Online is a quick picture of what your future investments could be.

With any investment, it’s important that you’re aware of and comfortable with the risks involved. The video below outlines some of the fundamentals of investing, which will help you understand the risks and benefits involved in investing money.

How much does it cost?

Charges for investments and platforms vary depending upon the total amount of investment involved.

Read Investments & Insurances Services and Costs for more details.

If you would like to discuss your requirements with us, please complete the enquiry form and we’ll contact you. Alternatively you can call us on 01823 250750.


Please note that when discussing or reviewing your financial situation we will need to conduct a brief fact find in order to fully understand your goals and objectives. This will provide us with the necessary information upon which to base any recommendations and ensure they meet your objectives and wider financial planning needs.


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