• Independent, impartial & personal financial advice
  • Free initial consultation
  • Call 0800 1303308 free for more information *


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* Freephone 0800 1303308 is a free call from UK landlines and mobiles

Tell me more

Who we are...

David Lloyd Jones IFA Ltd. is an independent financial advice company specialising in savings, investment & pensions.


With over 20 years of experience in giving personalised financial advice, we work on the basis that everybody has different financial requirements and as such only by speaking in person with our clients can we provide accurate and effective financial advice.


We are fully FPCs accredited since 1994 and since 2012 David Lloyd Jones also holds a Diploma for Investment Advice.

Savings
Independant Financial Advisor
Investments

What we do

We believe that in order to provide personal financial advice, we must meet our clients and gain understanding of their particular circumstances.


To do this, we provide a free initial consultation which will usually take around an hour, depending on the level of advice required.

Life Insurance & Protection
Savings & Investments *
Pensions *

* The value of the investment can go down as well as up and you may not get back as much as you put in.

Pension Switches

We are qualified to assess the suitability of existing Pension provisions. What this means is that we examine the existing arrangements, and assess whether the clients positioned correctly and all risk criterion are observed.

Contact

Want to know more about us? Give us a call or drop us an email and we will get back to you as soon as we can.