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Christian Lloyd-Williams

Financial Planner

This is my first role in the financial services profession, and I have fallen in love with it.

Professionally

Christian fell in love with personal finance and helping his family and friends with their finances at the start of 2020, which lead to one of his friends suggesting he should become a financial planner. Christian joined Smith and Wardle in November 2020 and just a few days after his one-year anniversary at the company (much to his annoyance) received his Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute.

Christian’s role on a day-to-day basis involves providing support to both Helena and Jon as well helping the growing number of his own clients achieve their financial and life goals.

Christian enjoys the fact that that no day is the same and that he is part of a forward-thinking group of people who help and support each other to provide the best possible service to all Smith and Wardle clients.

Personally

Christian is hardworking, competitive, and sociable who enjoys spending time with family and friends.

In his spare time he loves to be active – he regularly goes to the gym, plays 5-a-side football and is an avid skier.

His passion for music has led to the creation of a music events company which regularly puts on nights in the home counties and has plans to expand to the rest of the UK in the future.

Finally, Christian loves to travel and experience new countries and cultures.

In the spotlight

On an ideal weekend, you can find me

In a muddy field listening to live music with my friends.

My favourite holiday destination is

The Three Valleys Ski area, in particular Val Thorens.

My favourite song to play in the car is

LK – DJ Marky

The first album I bought was

The Eagles Greatest Hits (1971-1975)

If I could be any fictional character, I would be

Julian – The Famous Five

If I could turn any activity into an Olympic sport, I would win a medal in

Bench Ball – Hitchin Boys’ PE staple

When the dessert menu arrives, I’m looking for

The bill

The three qualities that draw me to new people are

Honesty, humour and sense of adventure

My pet peeve is

Laziness

The best gift I’ve ever received is

A Wetherspoons gift card

The three people at my dream dinner party would be

James (The Fridge) Haskell, Dave Ramsey, Archie Curzon

The three small things that make my day better are

Tea, a good podcast and exercise.

Your colleague describes you in three words as

Curious, thoughtful, witty

Smith & Wardle Financial Planning is a trading name of Smith & Wardle Financial Consultants LLP (OC398850). Registered in England and Wales, our registered office address is Suite B, Gloverside, 23-25 Bury Mead Road, Hitchen SG5 1RT.

We are authorised and regulated by the Financial Conduct Authority (FCA) under registration number 912090.

The content of this website is meant for information purposes only, and does not constitute advice. The value of investments can fall as well as rise, utilising investment products places capital at risk.

Click here to read our complaints policy.

theteam@smithandwardle.co.uk

01462 420544

Suite B, Gloverside
23-25 Bury Mead Road
Hitchin
Herts
SG5 1RT

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