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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Recently retired couple from Bolton
My husband and I have both retired early and the advice given by Schroders Personal Wealth has been extremely helpful. We feel we are making informed choices with our savings for the future.
22 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that the advice has been extremely helpful for you both in retirement. It's great to know that you feel empowered to make informed choices about your savings for the future. Thank you for the positive feedback.
Schroders Personal Wealth
Joshua explained everything very…
Joshua explained everything very clearly to me. I don't want to go in to detail about my investments. I don't understand them. I put my trust in my financial adviser to do the best for my money.
19 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate you taking the time to share your feedback. It's great to hear that everything was clearly explained and that you trust your financial adviser. We value your confidence in us.
Schroders Personal Wealth
Great customer experience
Matthew took the time to fully understand my needs and consistently went above and beyond to ensure the advice and recommendations were aligned with my goals. His approach was thorough, diligent, and genuinely enthusiastic. He navigated third‑party challenges with calm pragmatism and kept the process moving smoothly. I felt fully supported throughout and confident in the quality of the guidance I received.
Matt is a credit to Schroders. Id highly recommend their services.
4 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate your positive feedback and are so glad the advice you received aligned with your goals. We are happy to hear that you felt supported and confident in the guidance provided. Thank you for recommending our services.
Schroders Personal Wealth
No pressure with SPW
SPW was introduced to me through LLoyds Bank. I was initially cautious about discussing my finances with a new third party. However, the advisor set out options clearly and with no pressure. The weight of responsibility is now theirs, not mine and, judging by early returns, I made the right investment decisions.
19 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate you sharing your experience. We're happy to hear your adviser clearly presented options without pressure, easing your initial concerns. It's great to know you feel the weight of responsibility has shifted and that early returns are positive. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders experience
Our experience with Schroders is always very good and our advisor Jarrod is excellent. Our reviews are always positive and interesting.
19 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your experiences with us are always very good. We appreciate your positive feedback.
Schroders Personal Wealth
Personal contact with adviser
Personal contact with adviser and being able to trust her/him
3 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you value the personal connection with your adviser and the trust you have in them. Thank you for your feedback.
Schroders Personal Wealth
Easily accessible advice and excellent…
Easily accessible advice and excellent service.
3 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you found our advice accessible and service excellent. Thank you for your positive feedback.
Schroders Personal Wealth
Rhydian at Schroders
Rhydian, Our financial advisor at Schroders, has looked after us for a number of years, helping us to both save money in tax, and invest wisely at a level we are comfortable with, and I would not hesitate to recommend Schroders to others
19 de enero 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 your adviser has helped and the adviser's expertise and clear communication have consistently met your needs over the years. Thank you for recommending our services to others.
Schroders Personal Wealth
Sound financial advice
Good, sound financial advice and online service.
2 de febrero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you found our financial advice and online service helpful. Thank you for your positive feedback.
Schroders Personal Wealth
The SPW representative took the time…
The SPW representative took the time and had the patience to move us through the process at our pace.
29 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that our representative was patient and accommodating as we guided you through the process at a comfortable pace for you. Thank you for the positive feedback.
Schroders Personal Wealth
The communications and discussions with…
The communications and discussions with the advisor were considered and tailored to my specific requirements. The graphics supporting his conclusions were clear and showed what was needed to achieve my financial objectives.
29 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that the advice was tailored to your needs. It's great to know that the visuals helped clarify the path toward your financial goals. Thank you for your feedback.
Schroders Personal Wealth
Excellent experience.
The help and support I have received as someone with little knowledge or experience of investing has been exceptional nothing is too much trouble and because of that I feel much more confident and don’t worry so much about risk . I wouldn’t hesitate to recommend SPW .
15 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that our support has helped you gain confidence in investing. It's great to know our team could make a difference by providing comprehensive assistance. Thank you for recommending us.
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
Face to face with the advisor makes it…
Face to face with the advisor makes it a human experience in this increasingly digital world.
13 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're glad you enjoyed the human connection in our service. It means a lot to us that you value this aspect in today's digital landscape. Thanks for your feedback.
Schroders Personal Wealth
A very satisfying meeting
Positive meeting with my personal advisor who could answer my questions and give sound advice.
14 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that your meeting with your adviser was helpful, and that they were able to provide you with sound advice and answer your questions. Thanks for your feedback.
Schroders Personal Wealth
Excellent advice
As always I received excellent advice fro my financial adviser at SPW. Advice that is tailored to my specific needs and I have benefitted particularly well over the last ten years.
13 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that the advice provided has been beneficial and tailored to your needs. Thank you for sharing your positive experience over the last ten years.
Schroders Personal Wealth
Good service and support
Great advisor, explained the pros and cons of the investment. Although I’ve only been with them a year and initially my Investment lost money (thanks Mr Trump and your tariffs), it gained them all back plus much more. I was already aware of the possibility of this being as the investments are linked with the stock markets. However they keep in touch with you and are happy to answer any questions you may have. At my yearly review it was clear that my initial reason for using SPW was still in track to perform for me as I needed it to.
13 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate your feedback and are happy to hear that your investments are performing as expected. We're glad your adviser explained the investment's pros and cons and addressed your questions. Thank you for the positive feedback.
Schroders Personal Wealth
Respuesta de Lloyds Wealth
We appreciate you sharing your thoughts with us, and we value your feedback on face-to-face meetings.
Schroders Personal Wealth
Personal and personalised advice
Personal and personalised advice from a tactful adviser who listens carefully to what's going on in my life. She also follows up promptly any queries she can't answer in the meeting.
12 de enero de 2026
Opinión espontánea
Respuesta de Lloyds Wealth
We're happy to hear that you appreciate the personalised advice and attentive listening provided. It's great to know that our follow-up process meets your needs. Thank you for your positive feedback.
Schroders Personal Wealth
Would recommend
Would recommend. Good advice, generous support throughout the process.
11 de diciembre de 2025
Opinión espontánea
Respuesta de Lloyds Wealth
We appreciate your recommendation and are so glad to hear about your positive experience and the support we provided throughout the process.
Schroders Personal Wealth
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