About Us

Lord & Company (Financial Advisors) Limited is a boutique style financial advisor started in 2002 by Philip Lord after having worked 10 years with a FTSE 100 life company.

The main focus of financial advice is on directors, managers, professionals, business owners and their staff.

Areas of particular specialisation are pensions, investments and inheritance tax planning.

Face to face meetings can be arranged at your home or office. Geographically, meetings in Sussex, Surrey and Central London can be arranged. Please feel free to complete an enquiry form and let us know your requirements. We can work with you by telephone and/or e-mail, should you prefer.

Mission Statement

Our mission is simply to offer first class financial advice to our clients and deal with all in a fair and friendly manner providing a high level of quality service.