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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Excellent advice and guidance for my…
Excellent advice and guidance for my retirement plans
24 februari 2026
Review zonder uitnodiging
Antwoord van 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
Friendly and helpful
Friendly and helpful, highly recommended
22 februari 2026
Review zonder uitnodiging
Antwoord van 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
The advisor was clear and concise but…
The advisor was clear and concise but explained as required. All my questions were answered to my satisfaction. I am very happy with my experience with this Company.
6 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser provided clear explanations and addressed your questions thoroughly. We appreciate your positive feedback and are glad you were satisfied with your experience.
Schroders Personal Wealth
Schroders Personal Dont Care.
Recently contacted Schroders Personal Wealth.
Had two friendly discussions to see if SPW could be of use to me.
All was friendly UNTIL I decided that it was not for me. I sent a very nice email to the "agent" explaining that I had decided not to go ahead with the fund transfer.
NOT a reply of any sort. Sent another email asking if he had received my first email. Still no response.
What people are this company employing.
It's a simple case of if not coming to our company we ignore you without a care.
Really unhappy with this company.....
17 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
Thank you for raising this with us. We’re sorry to read about your experience and understand how frustrating it's been not to receive a response - that's not the level of service we aim to provide.
We’d like the opportunity to look into what happened and ensure this is addressed. Please contact complaints@spw.com with your details so we can investigate this further.
Excellent advisor
Excellent advisor who took the time to understand us and tailor advice to meet our needs.
12 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser understood your needs and tailored their advice accordingly. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Tailored advice
Tailored advice relevent to both our present situation and likely future needs
5 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our advice was relevant to both your current situation and future needs. Thank you for sharing your positive experience.
Schroders Personal Wealth
informed fully
I had things explain to me fully and in terms that I could understand. having the same person for continuity means a lot to me.
5 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our explanations were clear and easy to understand. We appreciate your feedback about the value of having consistent support throughout your experience.
Schroders Personal Wealth
Very happy with our overall service and…
Very happy with our overall service and advise supplied
3 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you're very satisfied with our service and advice. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
It was useful to speak with Stuart…
It was useful to speak with Stuart again. Portfolio results were remarkably good; especially in such uncertain world chaos. Thanks
28 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We appreciate you taking the time to share your thoughts. We're happy to hear that you found the conversation useful and are pleased with the portfolio results during this time.
Schroders Personal Wealth
The personal touch
One to one consultation via teams makes complicated financial readjustments feel less daunting.
2 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our consultations made your financial readjustments feel more manageable. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Great advice
Great advice, it's like having a chat with a friend down the pub. Not pushy and always prepared to explain any detail necessary.
30 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you found our advice helpful and approachable. It's great to know we could clearly explain everything you needed. Thanks for your feedback.
Schroders Personal Wealth
Having an adviser we feel at ease with…
Having an adviser we feel at ease with and who will answer any questions no matter how trivial . On this occasion and as usual an easy meeting with any obvious advantages pointed out to us & informative in explanations.
30 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you feel at ease with your adviser and find the meetings helpful. We appreciate you taking the time to share your positive experience and value your feedback.
Schroders Personal Wealth
Good professional company
Really happy I went with SPW. Great information given before deciding to go ahead and ongoing support subsequently.
12 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you had a positive experience with the information provided and our ongoing support. Thank you for sharing your feedback.
Schroders Personal Wealth
SPW are a company that you can trust completely.
SPW has provided excellent support and information to me in a very difficult time of loosing my wife last October. The personal contact with my financial adviser has been invaluable in facing the formal submission for Probate which has been rapidly resolved by my solicitor. I look forward to a continuing happy relationship with SPW in the future.
11 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We are deeply sorry for your loss. It's good to know our support and information were helpful during this challenging time. We value our relationship with you and are glad the probate process was resolved quickly. We appreciate your kind words.
Schroders Personal Wealth
Excellent advice delivered in a way…
Excellent advice delivered in a way that's easy to digest.
12 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our advice was helpful and easy to understand. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Antwoord van Lloyds Wealth
We're happy to hear about your investment growth. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Schroders Personal Wealth
Over several years our main contact with SPW has been with our financial adviser and her team and we are extremely content with the first class service we receive.
In determining our investment portfolio structure, SPW took time (and patience), to analyse our immediate and long-term needs etc and following discussions, we have an investments plan in place which is well-matched to our requirements.
What is very impressive is that when we have any on-line reviews with our adviser she is always well 'clued -up' and all matters are handled in a professional and confident manner.
WELL DONE...
As an aside, I am aware that Lloyds & SPW are joining forces.
I wish them much success and continue with the level of support provided to their clients.
28 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you're extremely content with the first-class service from your financial adviser and team. It's great to know the investment plan is well-matched to your requirements and that you feel supported. We appreciate your kind words and wish us success with the Lloyds partnership.
Schroders Personal Wealth
Personal Saver
Have been with Schroders coming up too three years, Growth has been very satisfactory, As well as ongoing advice, there are webinars were senior management give view on how markets are performing and what view they take from Budget statements by chancellor.
10 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your growth has been positive and that you value our advice and market insights from our webinars. We appreciate your positive feedback and thank you for being a client.
Schroders Personal Wealth
So far my experience with SPW has been…
So far my experience with SPW has been good my advisor has been helpful and understanding.The advice has been good and reassuring.
10 februari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your experience has been positive. It's great to know your adviser has been helpful and understanding, and the advice reassuring. Thank you for your feedback.
Schroders Personal Wealth
Antwoord van Lloyds Wealth
We're happy to hear that our services met your expectations. Thank you for your positive feedback.
Schroders Personal Wealth
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