Lloyd & Co. Financial Planning Ltd
Reference number: 548625
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
26 Hoghton Street, Southport, Sefton, PR9 0PA, United Kingdom
In the full report: 3 background checks
- When lloydfp.co.uk first appeared online, and whether it can receive email
- What kind of line 01704 443107 is
- Who else gives the postcode PR9 0PA
Other names (2)
If you were contacted under any of these names, it is this firm.
- Tiger Wealth Limited Former name: A name it was registered under before.
- Balmoral Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Sell or arrange insurance FSCS may applyEligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Assisting in the administration and performance of a contract of insurance
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Providing basic advice on stakeholder products
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 07096647 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 5 December 2009 (16 years old)
- Registered office
- 26 Hoghton Street, Southport, PR9 0PA, England
- Nature of business
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- Life insurance (SIC 65110)
- Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David Lloyd | Director | Aug 1973 | 5 Dec 2009 | 14 other companies |
Other companies run by its director
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 14
- closed down
- 5
- are FCA-registered
- 2
In the full report: all 14 companies, named
- What each company does, and whether it is still trading
- Which of its director sits on each board, and since when
- Any that went into liquidation or administration
- The 2 on the FCA register
- All 3 people who have ever been directors, with their dates
Filed accounts and finances
Employees (average)
13
+18% from 11
In the full report: all 5 years of accounts
- Every year from 2020 to 2024
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 07096647. Figures are exactly as filed; nothing is estimated.
Key dates in its history
Lloyd & Co. Financial Planning’s history from the FCA register and Companies House, newest first.
2025
24 October 2025
- Emma Louise Lloyd stopped being a part-owner
Companies House
2016
5 December 2016
- Emma Louise Lloyd became a part-owner (25–50% of shares)
Companies House
6 April 2016
- David Lloyd became a part-owner (25–50% of shares)
- Emma Louise Lloyd became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2012
13 February 2012
- Changed its registered name from "Tiger Wealth Limited"
FCA register
2011
19 September 2011
- Became authorised by the FCA
FCA register
26 April 2011
- Regulated by the Financial Services Authority from this date
FCA register
2009
5 December 2009
- Incorporated at Companies House
Companies House
In the full report: all 21 events
- All 21 events in its history (9 shown here)
- Every director appointment and resignation: 7
Firms connected to Lloyd & Co. Financial Planning
Other FCA-listed firms that share a director, phone number or address with Lloyd & Co. Financial Planning. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share a director
- 2
- share its postcode
- 3
In the full report: all 3 connected firms, named
- How each is linked: shared directors (2), the same postcode (3)
- Who links each one: the named directors, with dates
Firms like Lloyd & Co. Financial Planning
Other firms of the same type (financial adviser), nearest first.
In Southport
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Lloyd & Co. Financial Planning
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 14 other companies its directors have run, named
- 3 background checks on its contact details
- 5 years of accounts, charted
- All 21 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk