Founded in 2010, Southport-based Lloyd & Co has a 15-strong team of advisers and support staff.
David Lloyd, founder and managing director of Lloyd & Co, said: “It’s essential that our investment partner has the same ethos and convictions as we do and with PortfolioMetrix we believe we have found just that. Our past experience of discretionary fund managers has often felt impersonal and clinical, with little focus on the individual client. PortfolioMetrix is different as it focuses entirely on the best outcomes for clients.”
With Chartered Independent Financial Planner status, Lloyd & Co uses a ‘lifestyle’ approach with clients, working closely with them to identify and realise lifetime goals and plans.
Mr Lloyd added: “Utilising the unique tools and services offered by PortfolioMetrix allows us to create investment portfolios that align perfectly with the differing needs of our clients. We believe partnering with PortfolioMetrix enhances the high service levels we strive to deliver for all clients.”
Dave Chessell, distribution director at PortfolioMetrix, said: “We are delighted the team at Lloyd & Co have chosen us to partner with them in delivering investment solutions for their clients.
“As well as the technical and functional aspects of our business, a major part of the decision-making process was down to the team dynamic, with the Lloyd & Co team having the confidence that our people understand their style of business and have the capability to deliver the type of first-class service that their clients expect.”
PortfolioMetrix was founded in 2010 and began managing investments for UK clients in early 2013. It provides independent financial advisers with an alternative way to access discretionary investment management at a competitive price and without compromising the adviser/client relationship.
Wealth Explorer™ is integral to the PortfolioMetrix service. A proprietary owned and designed software system, Wealth Explorer™ is purpose built to equip advisers with a broad range of tools designed to deliver unique client insights that add value to the adviser/client relationship.