Loveday & Partners was founded in March 2010 following the decision by the partners to leave a large US stockbroking firm which had recently been acquired. With the industry going through a period of unprecedented regulatory change following the Retail Distribution Review (RDR), the partners came together to create a business plan that was modern in approach but traditional in its method. At all times the focus was on doing what is right for the client.
We created a business model that delivered a highly personalised approach to financial planning with transparency and conservative values.
By 2017, we help over 700 families, pension funds, trusts and charities with their financial planning and investment management. We have developed strategic relationships with a number of well-established and highly regarded firms within our industry and we continue to focus upon building relationships with our clients over time.
At Loveday & Partners we continue to align our business on doing what is right for our clients.