Lloyd Davies Email
Owner and Chartered Financial Planner @ rockwealth
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Lloyd Davies Location
- Aberdeen, GB
Lloyd Davies Work
- Owner and Chartered Financial Planner @ (March 2022 - Present)
- Council Member @ (April 2023 - Present)
- President @ (April 2020 - April 2023)
- Deputy President @ (April 2019 - April 2020)
- Treasurer @ (April 2016 - April 2020)
- Council Member @ (September 2012 - April 2016)
- Chartered Financial Planner @ (October 2021 - March 2022)
- Associate Director @ Central Investment (November 2016 - September 2021)
- Chartered Financial Planner @ Central Investment (June 2017 - September 2019)
- Independent Financial Adviser @ Central Investment (August 2012 - June 2017)
- Financial Planning Adviser @ (January 2011 - July 2012)
- Senior Financial Planning Manager @ (September 2006 - January 2011)
- Mortgage Adviser @ Northern Lights Financial Services (August 2004 - September 2006)
Lloyd Davies Education
- Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
2016-2017 - LIBF
Diploma for Financial Advisers (DipFA)
2006-2011 - Robert Gordon University
Bachelor of Arts (BA) (Business Studies)
2000-2004 - Mearns Academy 1994-2000
- Laurencekirk Primary School 1987-1994
Lloyd Davies Skills
- Investment Strategies
- Inheritance Tax Planning
- Leadership
- Portfolio Management
- Fixed Annuities
- Wealth Management
- Mortgage Lending
- Wealth
- Relationship Management
- Business Relationship Management
- Wealth Management Services
- Income Protection
- Financial Planning
- Investments
- Microsoft Office
- High Net Worth Individuals
- Retirement Planning
- Financial Advisory
- Financial Services
- Pensions
- Savings
- Mortgage Banking
- Finance
- Strategic Financial Planning
- Financial Planners
- Critical Illness
- Retirement
- Protection
- Pension Funds
Lloyd Davies Summary
- Lloyd Davies, based in Aberdeen, GB, is currently a Owner and Chartered Financial Planner at rockwealth. Lloyd Davies brings experience from previous roles at The Insurance Institute of Aberdeen. Lloyd Davies holds a 2016 - 2017 Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Investment Strategies, Inheritance Tax Planning, Leadership, Portfolio Management, Fixed Annuities and more.
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