Stuart LLoyd
Adviser
Switch Lifestyles Ltd
Life & Health Insurance / Employee Benefits / Wills & Trusts

BIOGRAPHY

Personal Profile

Important things in my life are my Family, friends, helping people, making a difference and sport.
I live in York with my wife Abi, children Ffion (13…going on 21), Dylan (10…developing too much attitude !) Love them really lol , oh and Roxi the dog !

Services Offered

Advisers to businesses and individuals on Life and Health Insurance, Employee Benefits, Wills and Trusts

Contact Details

07770861839

stuart@switchlifestyles.co.uk

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Current offer

COMPANY PROFILE

 

Protecting Wealth and Health is the mission

What problems do I solve for my clients ?
• Concerns over financial risk of illness or death
• Lack of understanding of what they need / have
• Retaining / attracting and engaging with employees
• Worried that they’ll be ‘sold’ to

What benefit do my clients get from working with me ?
• Straight forward simple advice
• Solutions linked to identified and agreed risks
• Fully understand options why some fit them better than others
• It’s enjoyable 😊

What do I do?
• Advise on Life / Illness / Income Protection and Health Insurance
• Advise on death and life planning aka Wills and Trusts
• Advise on employee protection and benefit schemes

Who do I work with?
• Individuals from age 18 upwards

• Businesses from 1 man bands to 200 employees, happy to talk no matter the size
• Sports clubs and individuals

What makes me different?
• Well that’s the ultimate question, lots of people can ‘do’ what I do !
• I’m told by clients they appreciate the time I take to understand them and their situation
• They say how I talk through options that helps them decide what’s best for them is different from other advisers they’ve used

HEY Stuart, WHY DID YOU JOIN
THE NORTHERN AFFINITY?

I love the idea of a business 'family' and it really feels like that to me since I joined. Lots of people helping others with no expectation of return.

COMPANY PROFILE

 

Protecting Wealth and Health is the mission

What problems do I solve for my clients ?
• Concerns over financial risk of illness or death
• Lack of understanding of what they need / have
• Retaining / attracting and engaging with employees
• Worried that they’ll be ‘sold’ to

What benefit do my clients get from working with me ?
• Straight forward simple advice
• Solutions linked to identified and agreed risks
• Fully understand options why some fit them better than others
• It’s enjoyable 😊

What do I do?
• Advise on Life / Illness / Income Protection and Health Insurance
• Advise on death and life planning aka Wills and Trusts
• Advise on employee protection and benefit schemes

Who do I work with?
• Individuals from age 18 upwards

• Businesses from 1 man bands to 200 employees, happy to talk no matter the size
• Sports clubs and individuals

What makes me different?
• Well that’s the ultimate question, lots of people can ‘do’ what I do !
• I’m told by clients they appreciate the time I take to understand them and their situation
• They say how I talk through options that helps them decide what’s best for them is different from other advisers they’ve used

HEY Stuart, WHY DID YOU JOIN THE NORTHERN AFFINITY?

I love the idea of a business 'family' and it really feels like that to me since I joined. Lots of people helping others with no expectation of return.

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