Director, Lloyd Davies and the team at rockwealth Aberdeen are delighted to be celebrating the third anniversary of the firm.
Lloyd spent nearly 10 years with Central Investment Services which was latterly acquired by Ascot Lloyd, before deciding to go in a new direction, take the bull by the horns and set up his own firm. With the support of the wider rockwealth network (and of course Lloyd's wife, Stacey), rockwealth Aberdeen opened its doors in March 2022 and the firm has not looked back.
Based at Neo House on Riverside Drive, Lloyd found the demand for financial advice was high and quickly realised help was needed. In January 2023 Claire McDonald joined the firm and two became three when Lynsey Gillies also came on board in the summer of 2024. Like Lloyd, Claire and Lynsey put the needs of the firm’s clients first and have ensured the business can continue to grow without letting standards slip.
Nearly 200 families have entrusted rockwealth Aberdeen with their financial planning needs and it is a responsibility Lloyd does not take lightly. He said: “I’ll never take for granted the trust clients have placed in us and it’s our aim every day to deliver great outcomes for them.”
The growth of the firm from a standing start has exceeded Lloyd’s expectations and of course the business cannot stand still but meeting the needs of current clients comes first.
He said: “Our number one priority is to ensure we maintain high standards and meet the expectations of the clients who have helped us get to where we are today.”
Lloyd knows it has taken a team effort to get the firm into the position it is today. He went on: “I have been fortunate to attract colleagues of the calibre of Lynsey and Claire, they are very much part of the success of the firm.”
Claire, Lynsey and Lloyd took a moment to celebrate three years of rockwealth Aberdeen at Pittodrie on Sunday as Aberdeen fought back from 2-0 down to claim a point.
For more information on rockwealth Aberdeen, to find out more about the team and the services they deliver please visit www.aberdeenifa.com