Lloyd Magee

DipPFS, Cert CII (MP & ER)

Lloyd Magee has more than seven years of experience working with individuals and business owners serving as a financial adviser and retirement planning specialist.

About

Lloyd, Advising Director at Invictus Wealth Consultants Limited, brings a unique combination of focus, empathy, and financial expertise to his role. Before founding Invictus, Lloyd served in the Armed Forces, where he developed the strong work ethic and dedication that now underpin his approach to financial advice. He is committed to delivering clear, straightforward guidance tailored to each client's unique circumstances.

As a fully qualified financial adviser, Lloyd places a strong emphasis on continuous personal and professional growth, always striving to enhance his expertise and deliver exceptional service.

Lloyd is deeply passionate about the connection between financial and mental wellbeing. He regularly conducts financial wellbeing talks for companies across various sectors, emphasising the importance of financial stability as a cornerstone of overall mental health. Outside of work, he actively supports charitable causes, including Care for Veterans, raising funds and awareness for better mental health support.

As a trustee of the Focus Foundation, Lloyd is committed to empowering grassroots charities that make a real difference in their communities. He believes strongly in supporting organisations that work at the heart of local need, helping them to grow their impact and reach those who need it most.

When he's not advising clients or supporting charitable initiatives, Lloyd enjoys playing golf with friends, spending quality time with his partner Emily, and doting on his beloved cats. He's also known for his legendary collection of dad jokes, which he's always ready to share. Fair warning: they're so bad, they're actually good!

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Invictus Wealth Consultants Limited is registered in England and Wales, Number 10499543. Registered Office: 76 Park Street, Horsham, RH12 1BX.