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... Toon meer
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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... Toon meer
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... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Geschreven door het bedrijf
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.
Contactgegevens
25 Gresham Street, London, EC2V 7HN, London, Verenigd Koninkrijk
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,9
Uitstekend
2K reviews
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Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
The adviser I have been allocated was…a star!
The adviser I have been allocated was so approachable and showed such interest in me as a client and my needs. She asked relevant questions to enable her to assess my needs and that is so important. She took the trouble to look information up for me and to 'phone me back with the answers.
5 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser was approachable and attentive to your needs. It's great to know the questions asked were relevant and helpful in assessing your situation. Thank you for your positive feedback.
Schroders Personal Wealth
Whole picture approach to financial…
Whole picture approach to financial planning was very helpful as I approached retirement.
5 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our comprehensive financial planning approach was beneficial as you prepared for retirement. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders keep me informed & up to date…
Schroders keep me informed & up to date on the progress my investments and offer timely advice on the market situation.
15 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you feel well-informed about your investments. It's great to know our market advice is helpful to you. Thanks for your feedback.
Schroders Personal Wealth
Safe, secure money advice.
Great advice from a trusted team.
9 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate your trust in our team, and we're glad our advice was helpful to you. Thank you for your positive feedback.
Schroders Personal Wealth
Supportive, personal
Supportive, informative, personal. Able to meet in my bank in person. Take the time to know you.
1 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our team was supportive, informative, and took the time to get to know you. We appreciate your positive feedback.
Schroders Personal Wealth
Savings / investment advice
Charlotte was so helpful and professional in her advice over several meetings ,understanding that we are " cautious savers " as in a new position following recent inheritence .
We would highly recomend Charlotte for her guidance and advice ,a credit too Schroders . Thank you
9 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that the guidance provided was so helpful. It's great to know that the support offered met your needs as cautious savers, we will be sure to pass on your kind words. Thank you for your recommendation and we appreciate your feedback.
Schroders Personal Wealth
A simple, clear survey.
The questions were brief and clear. Easy to complete the survey.
8 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our survey was clear and easy to complete. Thank you for your feedback, we appreciate it.
Schroders Personal Wealth
Good service with excellent customer…
Good service with excellent customer support.
7 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you had a good experience with our excellent customer support. Thank you for your positive feedback.
Schroders Personal Wealth
Great advisor
Great advisor, ensures product relates to need, gives in depth explanation and check understanding.
Excellent communication throughout process.
19 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser ensured the product fit your needs and that you received excellent communication. We appreciate you sharing your positive experience.
Schroders Personal Wealth
Good clear advice on planning for the…
Good clear advice on planning for the future and how best to use product range. No jargon, very understandable and really feel as though we are in safe hands
18 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our advice was clear and helpful for your future planning. It's great to know you feel secure with our product range and approach. Thanks for your feedback.
Schroders Personal Wealth
Good communication & advice
Good communication with our Adviser who gives honest, solid advice with recommendations which has been a refreshing change to our last Pension Company, which we switched from a year ago. Best move we ever made.
3 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you're pleased with the clear communication and honest advice received. It's great to know our recommendations have made such a positive impact. Thank you for sharing.
Schroders Personal Wealth
Dishonest Company
I paid for services that were not provided. I feel very disappointed with their approach and communication. I wish I had never taken Lloyd's Bank's advice to join them.
30 juni 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
Thank you for raising this with us. We’re sorry to hear your experience with us has been disappointing. We want to discuss this further with you. Please contact complaints@spw.com with your details so we can investigate this immediately and come to a clear resolution.
Satisfied Customers
Entirely pleased with the service that Schroders provides and have complete confidence in the ability to manage our finances and investments.
2 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you're pleased with our service. It means a lot to us that you have complete confidence in our ability to manage your finances and investments. Thanks for your feedback.
Schroders Personal Wealth
Clarity and transparency
16 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us.
Schroders Personal Wealth
Why I would recommend SPW
Personal, trustworthy advice and information
16 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're glad you found our advice and information trustworthy and personal. Thanks for your positive feedback.
Schroders Personal Wealth
Knowledge Expertise and a professional…
Knowledge Expertise and a professional service.
Great Communication and Advice Always.
30 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate you taking the time to share your positive experience. We're happy to hear that you value our expertise, professionalism, communication, and advice.
Schroders Personal Wealth
Very professional
We have been clients of Schroders for several years and during this time we have found them to be professional, efficient and extremely friendly but most importantly they have grown our saving considerably, without taking huge risks.
30 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you've found our services professional, efficient, and friendly over the years. Thank you for your continued trust in us. We’re proud to support you on your financial journey and truly value your loyalty. Thank you for your positive feedback.
Schroders Personal Wealth
Excellent professional advice to suit…
Excellent professional advice to suit your requirements.
19 november 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate you taking the time to share your positive experience with us. We're happy to hear our advice suited your needs well.
Schroders Personal Wealth
Personal Service from trusted source
Part of Lloyds Group, but major difference for using SPW was the advice and support provided. Brett was interested in what I wanted to achieve and I didn't feel pigeon holed into a predetermined package.
23 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you felt supported with tailored advice. It's great to know the focus on your goals was valuable. Thank you for your positive feedback.
Schroders Personal Wealth
EXCELLENT HONEST ADVISE…
I HAVE BEEN GIVEN HONEST TRUSTWORTHY ADVICE FROM A EXPERIENCED FINANCIAL ADVISOR
12 december 2025
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you received trustworthy advice from an experienced adviser. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
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