Lloyd Expert Consultancy Ltd

Lloyd Expert Consultancy Ltd is a young, intelligent and vibrant Financial Services Consultancy firm based in London, Manchester and Edinburgh. The company was established following a demand requirement from several financial services clients initially around ACD selection and fund setup within the UK market place. This need was driven by client frustrations and their challenges regarding the right solution for them. Many clients felt that a solution is often provided that won't necessarily address all the requirements. The fund world and setup of funds with an ACD can be confusing and easily misunderstood and that can then result in huge losses for clients. However Lloyd Experts mitigate this risk by carefully and constructively managing this entire process for our clients to ensure safe transition from model portfolio management to true fund management. As a result we are the only consultancy firm currently that specialises in Authorised Corporate Director (ACD) Selection / Review and Negotiation. We provide everything you need for fund setup through to launch. Using our unique scoring matrix, we ensure every client gets exactly what they are looking for both with existing and new funds with an ACD. All firms will go through a period of transformation whether planned or unplanned and it is important to control and manage this change effectively. Following over 10 years in change / strategic management within the financial services sector, managing budgets ranging from £40k upto £1 Billion, it is clear that firms will continually need to develop their business and with the ever changing requirements in the market place, it is important that the right support and help is available across a multitude of challenges. As a result, many clients don't necessarily want, need or can afford a full time expense with expertise so it makes sense to bring in experts when required.