Having someone to talk to and face to face is important. I am much more confident and knowledgeable through the engagement and has learned more than I anticipated. Advice matches my needs and minimise... Ver más
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Consulta las opiniones de los clientes
I received the most amazing personalised financial support from Matt my advisor at Lloyds Wealth. He listened to my wishes and gave me the information I needed to make choices for the future. He then... Ver más
Excellent service explained with my knowledge in mind, easy not complicated, friendly and thoughtful manner, Makala knows how much I know about this.She talks too you not at you she is excellent
The advisor Josh Roberts was amazing. He was knowledgeable and took his time explaining how our funds were invested, the projections in the short, medium and longer terms. The whole experience was abs... Ver más
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Información sobre la empresa
Escrito por la empresa
Lloyds Wealth is a fully owned subsidiary of Lloyds Banking Group, bringing together a long‑established banking heritage with specialist wealth planning expertise. Our nationwide team of over 300 advisers provides personalised advice, supported by digital tools that help clients understand their finances, track progress and make informed decisions over time. Our purpose is simple: to help people build clear, practical financial plans that support their goals and give them confidence about the future. We work with clients at all stages of life - whether you’re beginning to save, reviewing existing investments, thinking about financial protection, planning for retirement, or considering how best to pass on your wealth. Every plan we create is tailored to the individual. We take the time to understand what matters most to our clients, explain options in clear, straightforward language, and recommend solutions designed to support your long‑term financial wellbeing. Our clients are at the heart of everything we do.
Información de contacto
25 Gresham Street, London, EC2V 7HN, London, Reino Unido
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,8
Excelente
2 mil opiniones
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Having just had my annual review I…
Having just had my annual review I remain completely satisfied with the service I receive from all concerned. My investments continue to grow and I get up to date advice in line with my circumstances. I can always contact the team easily whenever I need to.
7 de mayo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for highlighting the helpfulness of our team. We're happy to hear that you're satisfied with our service and the growth of your investments.
Respuesta de Lloyds Wealth
Thank you for your review. We're pleased to hear you'd had a positive experience with us.
Trusted valuable advice
Professional advice, established company, trusted advisor
12 de mayo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate your kind words. We are happy to know that you value our trusted advice and professional service. Thank you!
Valuable expert advice with a sincere approach
I like to have the confidence in knowing that my investments are being managed professionally with a safe and secure investment company.
Valuable expert advice available with a sincere approach Also fantastic to be able to discuss things with my advisor in a relaxed way and receive advice that I can understand and any queries I have are clearly addressed. I have already recommended their services and advice to friends and they were very pleased with the advice that they received and I will continue to make recommendations in the future.
7 de mayo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you so much for your kind words. It's great to hear your adviser has made such a positive impact. It's important to us that every client feels heard and supported, and your feedback reassures us that we're on the right track. We appreciate you recommending our services!
Invaluable advice
Their personal help and advice has been totally great the eight years I have used their services.
7 de abril de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We are so happy to hear that our personal help and advice has been great for you over the past eight years. We truly appreciate your loyalty and positive feedback.
Respuesta de Lloyds Wealth
We are glad you appreciate our ongoing support. Thank you for your review.
Very good advice and good products
Very good advice and good products
11 de mayo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for your review, we appreciate your kind words.
It is very ‘early days’ but a great start.
It is very ‘early days’ with Lloyds Wealth but if the professionalism and care which has been taken at the set up and transfer stage carries on into the management and growth of our portfolios, then we will be well pleased!
Liam took the time to make sure that our attitude to risk aligned with our medium/longer term investment goals. It will be good to have their investment professionals managing our funds, especially in these turbulent times.
5 de mayo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for your lovely review. It's wonderful to hear that your adviser made such a positive impression. We're proud to support you on your financial journey and truly value your loyalty.
I have put one star because 0 start is…
I have put one star because 0 start is not an option
This is a wealth transfer company not a wealth management company
22 de abril de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for leaving your review. We're really sorry to hear that your experience hasn't met expectations. We understand you've since spoken with our team and have agreed next steps to help address this. If there’s anything else we can do to help, please don’t hesitate to get in touch at contact@spw.com.
Give clear honest easy to understand advice
Give clear honest easy to understand advice on the products available and fully explained with all the charges involved and what the expected returns can be
18 de abril de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for your review. We're happy to hear that you found our advice clear, honest, and easy to understand. We appreciate your feedback regarding our explanations of charges and expected returns.
great adviser
26 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're so pleased to hear that your adviser has made a positive impact.
Excellent financial advice to help me…
Excellent financial advice to help me get clarity regarding planning of my future retirement, savings and pension.
31 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for sharing your experience. We're happy to hear that our financial advice provided you with clarity in planning your retirement, savings, and pension.
These people know what they’re doing. Trust them.
Professional, flexible, knowledgeable.
31 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for your kind words. We're proud to have earned your trust and remain committed to helping you achieve your goals with care, clarity, and confidence.
Schroders Personal Wealth caters to my…
Schroders Personal Wealth caters to my personal needs and is always a friendly voice at the end of a telephone.
7 de abril de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that our services meet your needs, and we appreciate you mentioning the friendly support available to you. Thank you for your positive review.
I was given clear information and everything was explained to me.
I was clear information
30 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that the information was clear for you. Thank you for your feedback.
Effective interaction with personal advisor
Interaction with personal advisor is efficient and useful; webinars are topical and relevant for us.
25 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us and our webinars relevant.
having financial advice clearly…
having financial advice clearly explained properly
27 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that our advice was clearly explained. Thank you for your positive feedback.
Very helpful and knowledgeable advice…
Very helpful and knowledgeable advice from someone who understands our situation in life,
27 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
Thank you for taking the time to share your feedback. It's great to know your adviser provided clear guidance and support - that's exactly what we aim for.
Shroeders Personal Wealth
This company are excellent. I have my own Financial Advisor who goes through everything I need to know and be aware of in great detail. There is no rush whatsoever. I get an Annual Review where all aspects of financial advice is tailored to your individual circumstances. If I have any queries throughout the year then I can contact my financial advisor at any time. Excellent service
23 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you've had such a positive experience. It's great to know that our detailed and personalised advice, along with the accessibility of your adviser, meets your needs. Thank you for your valuable feedback.
Schroders Personal Wealth
The approachability & trustworthiness…
The approachability & trustworthiness of their representative Bruno Celimon has been second to none & has given us a great understanding of the value of investment portfolios.
25 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate you sharing your experiences. It's great to hear that the representative's approachability and trustworthiness helped you gain a better understanding of investment portfolios. Thanks for your feedback.
Schroders Personal Wealth
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