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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Financial advise
My adviser helped me immensely to invest my money in the best way.
5 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your adviser helped you through your financial journey. Thank you for sharing your positive experience with us!
Schroders Personal Wealth
The best financial advice service I have received
The financial adviser who visited me was exceptional. He was unhurried, understood my investment needs, and explained my options clearly. The service I received was faultless.
9 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your adviser understood your investment needs and clearly explained your options. We appreciate you taking the time to share your positive experience.
Schroders Personal Wealth
Good advice.…
Good advice and products that are relevant to us and an excellent wealth consultant
3 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you found our advice and products relevant and that you value your consultant's expertise. Thank you for your positive feedback.
Schroders Personal Wealth
Great advice and trustworthy
We always get great advice from Caroline Cooke at Schroders. She listens to our concerns and always gives us advice that is relevant to us. They are a trustworthy company and I feel that our investments are in good hands.
17 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you feel well-advised and that your investments are in good hands. It's great to know that the advice you've received has been relevant to your specific needs. Thank you for your trust and for sharing your positive experience.
Schroders Personal Wealth
My advisor listened to my situation
My advisor listened to my situation, took on board what my aim is and tailored the advice to my personal circumstances. Excellent service provided and I feel valued and trust the information I have been given
17 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your adviser understood your situation and provided tailored advice to meet your goals. We value your trust and appreciate your feedback on the excellent service you received.
Schroders Personal Wealth
Friendly professional advisors
16 de febrero 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.
Schroders Personal Wealth
Good investment advice
Great advice and information on investments
2 de marzo de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're glad you found our investment advice and information helpful. Thank you for your positive feedback.
Schroders Personal Wealth
Consistent helpful service
Consistent helpful service, cost structure fair, performance good . Advice and access to money easily available .
16 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that our service is helpful and consistent for you. We appreciate your feedback regarding our performance, and accessibility. Thank you for your positive feedback.
Schroders Personal Wealth
I have a very kind
I have a very kind, knowledgeable and patient advisor who visits yearly.
He explains things that have changed for the better, asks questions to improve their service for you, always happy to answer questions and advice.
Their end of year report is an absolute godsend, as it keeps my accountant very happy
9 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you appreciate your adviser's knowledge, patience, and helpfulness during their yearly visits. We're also glad our end-of-year report is so useful for your accountant. Thank you for your positive feedback.
Schroders Personal Wealth
My advisor took the time to understand my aims
My advisor took the time to understand my aims and explain why he felt it was the best option for me without ruling out other options. He was a experience advisor with a good knowledge of the products.
13 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your adviser dedicated time to understand your objectives and provide well-informed options. We appreciate your positive feedback on their expertise and guidance.
Schroders Personal Wealth
Excellent service
Very pleased with the service I'm getting. Everything is going well and the advice is straightforward and understandable. There is no pressure or hard sell and Schroders take a holistic view of my whole financial situation, not just the investments I have with them. Would recommend
11 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you're very pleased with our service. It's great to know you find our advice straightforward and appreciate our holistic view. Thank you for your recommendation.
Schroders Personal Wealth
Simple clear questions.
26 de febrero 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.
Schroders Personal Wealth
Our personal adviser is knowledgeable
Our personal adviser is knowledgeable, has a real understanding of us and our needs (having been our adviser for the past 5+ years) and ensures we make informed decisions being in receipt of all the necessary facts and figures. Continuity with the same adviser overseeing our investments has been key as we feel there is absolute trust and honesty.
12 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your adviser's knowledge and understanding of your needs have helped you make informed decisions over the past five years. We appreciate your kind words and value the trust you've placed in us.
Schroders Personal Wealth
Excellent service
Excellent service, expertise is very clear with everything explained well and options discussed openly. Portal and info accessible and easy to use. Advisor so professional, friendly and helpful. Happy to go through multiple options and take time to support.
17 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you found our service excellent and our team professional. It's great to know the explanations, options, and portal were helpful and accessible. We appreciate your positive feedback.
Schroders Personal Wealth
You feel secure when you deal with spw
25 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you feel secure. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
New and Sceptical to investment but glad i had a go.
I took the opportunity to invest with Schroders and the plan I entered into has worked out as I was informed.
25 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your investment plan with us has met your expectations. Thank you for sharing your positive experience with our services.
Schroders Personal Wealth
Visit
SPW have and continue to provide us with a highly personal and quality service.
25 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate you taking the time to share your positive experience. We're happy to hear that you value our personal and quality service.
Schroders Personal Wealth
Respuesta de Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us.
Schroders Personal Wealth
Excellent advice and guidance for my…
Excellent advice and guidance for my retirement plans
24 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that our advice and guidance were helpful for your retirement plans. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Respuesta de Lloyds Wealth
We appreciate your kind words and are so glad that you found our team helpful. Thank you for your recommendation.
Schroders Personal Wealth
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