Elliot Lloyd

trainee financial planner

T: 01420 83517

As a trainee Financial Planner, Elliot is responsible for preparing clients’ annual review and recommendation reports and analysing client portfolios in order to provide the necessary information to our advisors.

Elliot is looking forward to furthering his career by completing the qualifications needed to become a Chartered Financial Planner.

Following his graduation from Bournemouth University, Elliot worked in accounts before joining us here at Murdoch Asset Management.

Qualifications

BA (Hons) Economics, Bournemouth University