Discover a brighter future through
Independent Financial Advice

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01823 250750

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Meet the team

At Lloyd & Whyte (Financial Services) Ltd we pride ourselves on the delivery of quality yet friendly service. Our team of highly experienced Independent Financial Advisers are backed up by the Service Team who together ensure that all your needs are met.

 

Directors / Independent Financial Advisers

Daniel James

Daniel James CertPFS, CII (MP)

Director of Business Development

Martin Nation 

Martin Nation ACII, DipPFS, CII (MP)

Director of Financial Services

Independent Financial Advisers

Colin Williams

Colin Williams CertPFS

Senior Independent Financial Adviser

 Tony Dudley-Clarke

Tony Dudley-Clarke CertPFS

Senior Independent Financial Adviser

Simon Gardner

Simon Gardner CertPFS

Independent Financial Adviser

  Neil Hedley-George

Neil Hedley-George CertPFS, MAQ

Independent Financial Adviser

 

  

The Service Team

Sarah Godber-Ford

Sarah Godber-Ford

Service Team Manager

Sara Troup

Sara Troup

Senior Service Team Adviser

 Sonya Greenslade

Sonya Greenslade

Senior Service Team Adviser

Lisa Willshire 

Lisa Willshire

Service Team Adviser

Jean Jenkins

Jean Jenkins

Service Team Adviser

Charlotte Trower 

Charlotte Trower

Service Team Commissions

 

 

 

 

 

 

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Lloyd & Whyte
(Financial Services) Ltd
Affinity House
Bindon Road
Taunton
Somerset
TA2 6AA
Tel: 01823 250750
Fax: 01823 352149

Authorised and regulated by the Financial Services Authority