Empowering legal professionals to safeguard and grow client settlements — from windfall to legacy

Since 2016, Lloyd has helped clients make confident financial decisions that support both their immediate goals and long-term aspirations. Drawing on his expertise in financial advice, portfolio management, and estate and business planning, he works closely with individuals, families, and business owners to create strategies that are practical, personalised, and sustainable. He began his career in Discovery’s Graduate Programme before moving to Citadel Wealth Management, where he advised high and ultra-high-net-worth clients. In 2020, he joined a small independent financial advisory business, later becoming managing director and leading the firm’s growth while expanding its services. Lloyd joined Anchor in 2025 as a wealth manager, bringing his extensive experience to help clients navigate complex financial decisions with clarity and confidence. He is a Certified Financial Planner® and holds a BCom in Business Management and a Postgraduate Diploma in Financial Planning.

Mike has worked in the financial services industry since 2004. He started as a relationship manager at Investec Asset Management, then transitioned to a role as a stockbroker at Investec until 2009. In the same year, Mike joined Stanlib as its head of fund research and analysis. Thereafter, he took the position of senior portfolio manager at Ashburton Investments and then moved to Old Mutual Wealth, where he worked with high-net-worth clients. He joined Anchor in 2024. Mike holds a BCom degree from the University of South Africa and is a CFA charterholder.