Lloyd Magee has more than seven years of experience working with individuals and business owners serving as a financial adviser and pension planning specialist.
Prior to starting Invictus Wealth Consultants, Lloyd was a member of the Armed Forces which he believes provided an ideal foundation for his work as a financial adviser. Attention to detail, focus, excellent listening skills, and empathy underpin Lloyd's ethos to provide clients with straightforward financial guidance.
Committed to ensuring his industry knowledge is of the highest standard, Lloyd places a strong emphasis on personal development. He is supported by an outstanding team of administration, business, pension and investment specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Outside of finance, Lloyd enjoys keeping active with running and raising money for charities. In 2016 he climbed Mount Kilimanjaro for the Chestnut Tree House Children’s Hospice charity and was proud to take part in the Blind Veterans UK 24 hours 100km walk in 2017. Lloyd intends to climb Everest base camp within the next two years to raise money for Shaw Mind Foundation who help educate and raise awareness of those experiencing mental health issues.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.