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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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 januari 2026
Review zonder uitnodiging
Antwoord van 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 december 2025
Review zonder uitnodiging
Antwoord van 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
The financial advisers are friendly
The financial advisers are friendly, ready to help with any difficulties & make sure I thoroughly understand my financial situation.
12 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our financial advisors are friendly and helpful. It's great to know that they ensure you thoroughly understand your financial situation. Thanks for your feedback.
Schroders Personal Wealth
Personal Approach
My advisor really understands my personal circumstances and has got to know me!
8 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser understands your situation. Thank you for your positive feedback.
Schroders Personal Wealth
Great long term financial planning…
Great long term financial planning advice
9 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our long-term financial planning advice was helpful. Thank you for your positive feedback.
Schroders Personal Wealth
Our SPW advisor understands our circumstances and gives appropriate advice.
We had a great annual review with our advisor who understood our situation very well. We have been with this advisor for many years now and he is easy to talk to, explains the current economic climate well and listens to our needs before giving good advice on what to do with savings/pensions etc.
8 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
It's great to know your adviser's expertise and clear communication have consistently met your needs over the years. We appreciate you sharing your positive experience.
Schroders Personal Wealth
Not pushing to get the sale
Advice given for our particular circumstances, not pushing to get the sale.
9 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're glad you found our advice helpful and appreciated our focus on your needs. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Great service with excellent advise
Great service with excellent advise. No pressure and understood our needs. Highly recommended
23 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you found our service great and our advice excellent. It's wonderful that we understood your needs. Thank you for the recommendation.
Schroders Personal Wealth
Very helpful and reassuring
Highly recommend especially if your not a expert at investing
23 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our services are helpful. Thank you for your recommendation.
Schroders Personal Wealth
Excellent, friendly service
I've been dealing with the same adviser for 10+ years, he's always been friendly, helpful and expert in his dealings with me and this time was no exception.
7 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that your adviser has consistently provided friendly, helpful, and expert service for over 10 years. We appreciate you taking the time to share your positive experience.
Schroders Personal Wealth
Good clear and helpful
Good clear concise information well delivered, good availability of help when needed
8 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that our information was clear and our assistance was helpful. We appreciate you taking the time to leave us feedback.
Schroders Personal Wealth
Trust & Confidence
Not being a financially savvy person I invested my pension in SPW after receiving advice from my bank. I have complete trust in SPW and my advisor who keeps me updated on matters relating to my investment in a language I can understand.
5 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you have complete trust in our services and that your adviser communicates clearly regarding your investment. We appreciate you sharing your positive experience with us.
Schroders Personal Wealth
Tick all reasonable boxes, I suppose
Helpful, Friendly, Patient and generally competant. I'm happy to be with them and I would recommend them.
However, they don't seem very familiar or interested in Ethical Investment.
22 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you find us helpful and competent. We appreciate your recommendation. Thank you for pointing out your interest in ethical investment, we will consider this feedback.
Schroders Personal Wealth
Good company
I’ve invested with Schroders for a number of years now and have found them to be excellent. I haven’t a clue about the stock market so it’s great to have it managed for me. I’ve watched my money both rise and fall, but overall it’s been an investment worth making. My advisor is really good, both professional and friendly and he explains everything to me so that I know exactly what’s happening with my investment.
21 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you've had an excellent experience with your investment over the years. It's great to know that our adviser's professionalism and clear explanations have been beneficial to you. We appreciate you sharing your positive feedback.
Schroders Personal Wealth
Appreciated understanding and advice.
My personal advisor always understands my financial position and current thinking and offers helpful background and advice.
6 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
Happy to hear that your adviser understands your financial situation and offers helpful advice. We appreciate you sharing your positive experience with us.
Schroders Personal Wealth
They are so helpful and explain things…
They are so helpful and explain things thoroughly. I would highly recommend
6 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We are glad to hear that our team was so helpful and thorough. We appreciate your recommendation and value your feedback.
Schroders Personal Wealth
A highly trusted investment adviser
The adviser (for several years) has a close understanding of our circumstances, priorities, investment purposes and risk appetite. He always applies a broad and deep view of the multiple factors affecting our investments and a mature and down-to-earth attitude. Inspires trust and confidence.
6 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that the adviser's understanding of your circumstances, priorities, and investment goals inspires trust and confidence. We appreciate you sharing your experience.
Schroders Personal Wealth
Excellent service
Excellent service. Richard was knowledgeable, polite, easy to understand (in what is a very complicated field) and made us feel safer in where our funds are being held and how they're used.
20 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you had such a positive experience. It's great to know that Richard's knowledge and clear explanations helped you feel more secure about your funds. Thank you for your feedback.
Schroders Personal Wealth
Satisfied Customer
I have always been exceptionally pleased with the advice and guidance I have had from both my Schroder advisors that I have had. The ROI is in the area that I expected so have no financial concerns. I Have recommended them to family and friends.
20 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you've consistently received excellent advice and guidance. It's great to know your ROI is in line with your expectations. We appreciate you recommending us to your family and friends.
Schroders Personal Wealth
Personal Investment
Meghan is an absolute gem of an employee. Meets my requests, and is very competent in my dealings with her. Great Experience
6 januari 2026
Review zonder uitnodiging
Antwoord van Lloyds Wealth
We're happy to hear that you had such a positive experience! It's great to know that your adviser met your needs and was competent in assisting you. Thank you for your feedback, we will ensure to pass the feedback onto Meghan.
Schroders Personal Wealth
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