Lloyd Davies
Associate Director
Financial planning
Areas of expertise
- Estate Planning
- Retirement Planning
- Business Planning
- Cash Flow Forecasting
Experience
I have been advising private clients since 2019 within large Wealth Management businesses until joining Evelyn Partners in December 2024. My experience involves dealing with high-net-worth clients, business owners and solicitor firms, providing advice across all areas of financial planning.
Notable client work and achievements
Providing advice to an individual who was exiting his business and not wanting to return to work. I provided cash flow advice, maximised tax efficiency and ensured that his family were comfortable in retirement.
Professional qualifications and memberships
Member of The Chartered Institute of Insurance