Morgan Lloyd Reviews 12

Jade Edwards was great to work with, extremely helpful, knowledgeable, and explained the process clearly and efficiently.

Great experience with Jade Edwards from the Pensions Admin team who created me a document needed to satisfy a higher rate tax claim from HMRC.
Top marks !!

Put the clients outcome as the main focus of what they do. Very good service!

Have had a great experience with Morgan Lloyd since becoming a client a number of years back and in particular the administration team. Annabel Cox is fanastic, she is responsive, knowledgeable and very pleasant to deal with - she is a credit to the organisation.

Darren Wakefield went above and beyond to help me get to grips with the forms’
Very patient and pleasant to deal with!!

Shirin was very pleasant to communicate with, responded well to messages and gave confidence things were in safe hands.

A wonderful team and business - helpful, resourceful, reliable, inventive, professional and technically superb. Over many years they have delivered fantastic support to me as I plan my financial future. I would highly recommend.

I have been genuinely impressed with Morgan Lloyd as a SIPP provider, particularly when it comes to drawdown administration. Isabella is particularly efficient.

Disinvestment instructions are handled efficiently and accurately, drawdown requests are processed promptly, and payments are made exactly when expected. Anyone with experience of SIPPs will know that this is where many providers fall short, especially once a pension moves beyond simple accumulation.

Communication is clear, practical, and knowledgeable. Queries are dealt with by people who understand pension regulations, tax treatment of drawdown, and the importance of timing. Nothing feels like too much trouble, even where requests fall outside the most basic, standard processes.

In a market where slow administration and poor follow-through are unfortunately common, Morgan Lloyd stand out for getting the fundamentals right. For anyone looking for a SIPP provider who can be relied upon at the point it really matters, I would not hesitate to recommend them

GREAT EXPERIENCE EASY TO WORK WITH

I’ve been extremely impressed with Morgan Lloyd’s SIPP offering. Their automated systems are truly first class, ensuring everything runs smoothly and efficiently. All correspondence is delivered directly to my secure portal, which makes managing my account simple and stress-free. The online functionality is excellent, allowing me to view my assets in real time and stay fully informed about my portfolio. On top of that, the investment performance has been outstanding, consistently exceeding expectations.

I own a SASS which has been dealt with very badly by Morgan Lloyd, we were advised by them and Clifton asset management to enter into a scheme where intellectual property can be used to raise money from the scheme , a protective order was placed by HMRC as they consider the advice given is not correct, it does seem to me there are a lot of business people who are in the same boat with these companies, i have got to the stage where i want to withdraw a lump under the lifetime allowance only to be told they are withholding money. please contact me if you have a similar experience via MJH executive homes ltd, we have a website.

Disgusted and financially worse off.
Mis managed my SIPP sold by their mates next door ( who keep referring to each other to resolve ) Clifton Asset Management ( or what ever they currently call them selves )
They have taken money out of my pension to pay eye watering legal fees to defend the product they manage and Clifton sold against HMRC .
… yet refuse to offer any validation , answer straight questions, or supply accurate information.
Been in dispute for years .
Trustees ???
Do not trust,
I invite any other of the approximately 300 victims of their appalling practice on this particular scheme to get in touch with me to discuss group action against Clifton and MLT
Ian Emberton
Leeds