Elliot Lloyd

At Elliot Lloyd we assist our clients manage their wealth and achieve their financial goals by developing tailored strategies to meet each individual need.

Our clients are our focus.

Our promise is to offer our clients the clearest thinking about what to do with their money. We have created world-class capabilities around our clients' greatest needs, with a comprehensive range of products and services across asset classes, geographies and investment strategies. We embrace technology, providing our clients with institutional level resources.

Our clients come from nearly every corner of the globe; individuals saving for retirement, for their children's educations and for a secure future.

We never know what is around the corner in life but the freedom from financial worry about life's uncertainties can bring great peace of mind.

We specialise in understanding the financial complications that comes with living in different countries. Our senior partners can help you make informed decisions on how to improve your portfolio. How we can help:

• International Wealth Management
• International Pension Transfers
• US Pension & Investment Strategies
• Tax Efficient Savings
• Inheritance Planning
• Educational fees Planning
• Retirement Planning

Our values are embedded in every aspect of our service and this helps to ensure that we offer a distinctive experience to our clients; our values help to determine our strategy and they guide how we manage our own business.

We are passionate about our work and intensely focused on performing at the highest levels. To get there, we strive to find the best balance of risk and return across all investment styles on behalf of our clients. We are proudly independent, ensuring that we provide unbiased financial advice and guidance.

Elliot Lloyd is structured in accordance with national and international laws, regulations and customary practice. Integrity and ethical behaviour are central to maintaining our reputation and are absolutely critical to our success.

"Being quite financially illiterate, working with Clare has been a real lifesaver for us. She firmly took hold of our dormant financial situation and put it to work for us in ways we could never have managed on our own. Now, thanks to her, our money is growing and we are looking towards a much healthier financial future for our upcoming retirement years." M & P Coupe