Expertise
- Wealth Management
- Income Protection
- Pensions
- Pension Transfers
- family protection
- investment planning
Summary
Lloyd is an accomplished wealth management professional with over 12 + years of multi - functional experience in Investment services, wealth management and banking. Lloyd specializes in handling high & ultra high net - worth individual and institution clients. Lloyd enjoys working in a dynamic, diverse, fast paced environment and nurturing relationships to encourage a collaborative positive work culture. He is also a strategic thinker with excellent & clear communication skills possessing the ease to convert, implement & drive strategy into clear tactical plans and actions.
Experience
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Acuma
International Financial consultant
- Current
