Lloyd Fernley

Lloyd is an experienced senior financial advisor having been involved in Investment Banking and Financial Services for over 35 years. He was a bond trader during his Investment Banking career starting with Toronto Dominion Bank before moving to UBS Bank where he spent most of his banking career rising to Director Level in the bond trading division. He moved to an advisory role in 2007 and holds the Diploma in Financial Planning.

His City experience, knowledge of investments and investment markets enables him to help clients understand things more clearly, especially when markets become volatile, and uncertainty occurs. He believes this has helped him create a comprehensive and loyal client base over many years which has allowed them to fulfil their financial aspirations, and to also guide them when difficult and delicate matters arise in their lives.

He advises in all areas of financial planning with a focus on investment and pension/retirement planning as well as financial protection and estate planning. He is also qualified to provide Equity Release Advice.
Outside of work, Lloyd is a keen golfer and likes to spend time with family and friends especially on holiday!