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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Zo gebruikt dit bedrijf Trustpilot
Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
In my experience SPW is professional, trustworthy and helpful
I have been a customer with Schroders for a number of years and my experience is of a trustworthy and professional firm, with knowledgeable advisors giving clear, helpful advice in an approachable and friendly manner.
5 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate your long-standing custom. It's great to hear that you've consistently found our firm trustworthy and professional, and our advisers knowledgeable, approachable, and friendly. Thank you for your positive feedback.
Schroders Personal Wealth
The contribution made by My wealth…
The contribution made by My wealth advisor Rhydian Griffths.
27 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate you acknowledging the contributions. We're happy to hear that you had a positive experience. Thank you for your feedback.
Schroders Personal Wealth
I felt my interests and needs were…
I felt my interests and needs were taken into account and I completely trusted my advisor.
11 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your interests and needs were considered, and you trusted your adviser. We appreciate your positive feedback and thank you.
Schroders Personal Wealth
Understandable meetings
The face to face meetings with our personal financial advisor are very instructive and clear and answer all our questions with language that we understand, as I have never worked in the financial sector
11 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser's explanations are helpful and easy to understand during your meetings. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Assured advice with no pressure
Assured advice with no pressure
25 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're glad you felt assured and not pressured. Thank you for your positive feedback.
Schroders Personal Wealth
Trustworthy and supportive
Really friendly personal support and a clear awareness of my financial situation and commitments.
10 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you received friendly, personal support. It's great to know our team clearly understood your financial situation and commitments. Thanks for your feedback.
Schroders Personal Wealth
Sam was a joy
Sam was a joy
professional and knew what she was speaking of. Never once pushed us to invest, gave full facts before we committed.
Thank you Sam, we look forward to working with you.
Tony & Sian
13 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you found your experience so positive and professional. We appreciate your kind words and are so glad you felt comfortable with the facts provided. Thank you for your positive feedback.
Schroders Personal Wealth
Professional, relevant and friendly.
The advice given was relevant, professional and delivered in a friendly way.
9 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that the advice was relevant and delivered professionally and warmly. Thank you for your positive feedback.
Schroders Personal Wealth
They give a realistic assessment of…
They give a realistic assessment of your prospects.My financial advisor is both helpful and honest explaining the potential gains and pitfalls than can occur.I feel my investment is in safe hands.
8 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our realistic assessment of your prospects and your advisor's honesty have given you confidence. Thank you for your positive feedback.
Schroders Personal Wealth
Antwoord van Lloyds Wealth
We appreciate you sharing that our team is reliable, professional, and experienced. Thank you for your positive feedback
Schroders Personal Wealth
Everything is clearly explained and…
Everything is clearly explained and understood
20 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that everything was clearly explained and understood! Thank you for your positive feedback.
Schroders Personal Wealth
Sound financial advice
I have used Schroders Personal Wealth (SPW) and previously Lloyds Private Banking for many years. I have always been provided with sound financial advice during this time taking into account any changes in my personal circumstances and attitude to risk. I like to have a face to face meeting at home with my personal wealth adviser at least once a year and I am always able to make contact by phone or email should I have any further questions that may arise during the year. My current adviser, Joshua, is helpful, friendly, knowledgeable, clear and approachable. I am very happy with the service provided by SPW.
4 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate your long-standing relationship with us and value your feedback. We're happy to hear that you've consistently received sound financial advice, tailored to your personal circumstances. It's great to know that you find the face-to-face meetings and ongoing contact helpful, and that you are very happy with the service. Thank you for your positive feedback.
Schroders Personal Wealth
Antwoord van Lloyds Wealth
We're happy to hear that our advice was clear, reliable, friendly, and worthwhile. Thank you for your positive feedback.
Schroders Personal Wealth
I learned quite a bit about my finance…
I learned quite a bit about my finance situation.
18 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're glad you found value in learning about your finances. Thank you for sharing your experience with us.
Schroders Personal Wealth
Financial investment
Good, sound financial advice.
Face to face or online consultations.
Funds managed well enabling profit.
Representatives knowledgeable, approachable and easily accessible.
3 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you found our financial advice helpful and our representatives knowledgeable and approachable. We appreciate you acknowledging our fund management and accessibility. Thank you for your positive feedback.
Schroders Personal Wealth
Good Value
My advisor at Schroders has an excellent understanding of my needs.
4 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser understands your needs well. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
I like being able to meet my adviser…
I like being able to meet my adviser and there always seems to be time to discuss things fully. I do not feel rushed. The advice has always been good and my investment has fared well.
3 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you feel your meetings are thorough and unhurried. It's great to know that you value the advice you've received. Thank you for your feedback.
Schroders Personal Wealth
The experience received is helpful and…
The experience received is helpful and professional.
2 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you found our service helpful and professional. Thank you for your positive feedback, we appreciate it.
Schroders Personal Wealth
Excellent customer service
I have experienced clear understable guidence from the two advisors that I have had the opportunity of deaing with. My experience and guidence has been very positive to date.
3 maart 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that the guidance you've received from your adviser has been clear and understandable. We appreciate you sharing that your experience has been positive so far.
Schroders Personal Wealth
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