Courtiers Wealth Management
Courtiers Wealth Management

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Lloyd Mashatise

Trainee Adviser

01332 694890

At Courtiers

Lloyd joined Courtiers in April 2022 as a Trainee Adviserbased at the Melbourne office. His role mainly involves assisting other Advisers in the execution of the advisory process. Additionally Lloyd’s studying to complete his Diploma in Financial Planning and become a qualified Courtiers Adviser.

Background / Experience

Having recently graduated, Lloyd holds a post-graduate degree in Finance and Investment from Loughborough University, as well as a bachelor’s in Economics with Finance from Nottingham Trent University. Through his studies Lloyd developed a keen interest in investments and wealth management, and he’s pleased to be gaining skills and knowledge to apply through work. Having previously gained experience working in accounting, Lloyd remains committed to helping clients achieve their financial goals.

Outside Work

Outside work Lloyd enjoy nature walks, luckily with the Peak District just on his doorstep. He also enjoy watching football, travelling to historical sites and attending music concerts from time to time.