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
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Lisez les avis des autres
It is very ‘early days’ with Lloyds Wealth but if the professionalism and care which has been taken at the set up and transfer stage carries on into the management and growth of our portfolios, then... Voir plus
L'entreprise a répondu
James our advisor explained things so well and has worked so well on our behalf. He is knowledgable and thoroughly professional.
Having just had my annual review I remain completely satisfied with the service I receive from all concerned. My investments continue to grow and I get up to date advice in line with my circumstances.... Voir plus
L'entreprise a répondu
À propos de l'entreprise
Écrit par l'entreprise
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.
Coordonnées de contact
25 Gresham Street, London, EC2V 7HN, London, Royaume-Uni
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,9
Excellent
2 k avis
Chez Trustpilot, nous privilégions le contenu écrit par des personnes réelles. Cependant, cette entreprise a accès notre outil de réponse assisté par l'IA pour l'aider à rédiger ses réponses.
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Excellent service with knowledgeable…
Excellent service with knowledgeable advisors who breakdown information to match understanding
13 mai 2026
Avis spontané
James our advisor explained things so…
James our advisor explained things so well and has worked so well on our behalf. He is knowledgable and thoroughly professional.
13 mai 2026
Avis spontané
Advisor was excellent good knowledge of…
Advisor was excellent good knowledge of the current market. Approachable very professional no hard sell explained everything and answered all questions thoroughly.
13 mai 2026
Avis spontané
Most helpful and understanding of our…
Most helpful and understanding of our requirements
13 mai 2026
Avis spontané
I have great faith and trust in Lloyds…
I have great faith and trust in Lloyds Wealth to deliver a fair and honest service in my investments.
18 mai 2026
Avis spontané
Good advisors
Good advisors, well backed up by a very professional and expert company.
13 mai 2026
Avis spontané
Excellent service explained with my…
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
13 mai 2026
Avis spontané
The advice and support I get is very…
The advice and support I get is very helpful, the handling of my portfolio I am very happy with
18 mai 2026
Avis spontané
We really value the friendly face-to…
We really value the friendly face-to face meetings with personalised and relevant advice
12 mai 2026
Avis spontané
Utilise potentiellement l'IA pour rédiger ses réponsesEn savoir plus
Chez Trustpilot, nous privilégions le contenu écrit par des personnes réelles. Cependant, cette entreprise a accès notre outil de réponse assisté par l'IA pour l'aider à rédiger ses réponses.
Personal & Professional Guidance
They provide personalised professional advice tailored to my financial goals and needs in life with a friendly dedicated advisor who cares and takes time to understand my particular circumstances and requirements
7 mai 2026
Avis spontané
Réponse de Lloyds Wealth
We're so glad to hear your adviser provided personalised, professional advice tailored to your financial goals and needs. Thank you for your kind words!
I have no issues that concern me
13 mai 2026
Avis spontané
Réponse de Lloyds Wealth
We appreciate you taking the time to share your feedback. We're happy to hear that you have no concerns!
Having just had my annual review I…
Having just had my annual review I remain completely satisfied with the service I receive from all concerned. My investments continue to grow and I get up to date advice in line with my circumstances. I can always contact the team easily whenever I need to.
7 mai 2026
Avis spontané
Réponse de Lloyds Wealth
Thank you for highlighting the helpfulness of our team. We're happy to hear that you're satisfied with our service and the growth of your investments.
Réponse de Lloyds Wealth
Thank you for your review. We're pleased to hear you'd had a positive experience with us.
Trusted valuable advice
Professional advice, established company, trusted advisor
12 mai 2026
Avis spontané
Réponse de Lloyds Wealth
We appreciate your kind words. We are happy to know that you value our trusted advice and professional service. Thank you!
Valuable expert advice with a sincere approach
I like to have the confidence in knowing that my investments are being managed professionally with a safe and secure investment company.
Valuable expert advice available with a sincere approach Also fantastic to be able to discuss things with my advisor in a relaxed way and receive advice that I can understand and any queries I have are clearly addressed. I have already recommended their services and advice to friends and they were very pleased with the advice that they received and I will continue to make recommendations in the future.
7 mai 2026
Avis spontané
Réponse de Lloyds Wealth
Thank you so much for your kind words. It's great to hear your adviser has made such a positive impact. It's important to us that every client feels heard and supported, and your feedback reassures us that we're on the right track. We appreciate you recommending our services!
Invaluable advice
Their personal help and advice has been totally great the eight years I have used their services.
7 avril 2026
Avis spontané
Réponse de Lloyds Wealth
We are so happy to hear that our personal help and advice has been great for you over the past eight years. We truly appreciate your loyalty and positive feedback.
Réponse de Lloyds Wealth
We are glad you appreciate our ongoing support. Thank you for your review.
Réponse de Lloyds Wealth
Thank you for your review, we appreciate your kind words.
It is very ‘early days’ but a great start.
It is very ‘early days’ with Lloyds Wealth but if the professionalism and care which has been taken at the set up and transfer stage carries on into the management and growth of our portfolios, then we will be well pleased!
Liam took the time to make sure that our attitude to risk aligned with our medium/longer term investment goals. It will be good to have their investment professionals managing our funds, especially in these turbulent times.
5 mai 2026
Avis spontané
Réponse de Lloyds Wealth
Thank you for your lovely review. It's wonderful to hear that your adviser made such a positive impression. We're proud to support you on your financial journey and truly value your loyalty.
I have put one star because 0 start is…
I have put one star because 0 start is not an option
This is a wealth transfer company not a wealth management company
22 avril 2026
Avis spontané
Réponse de Lloyds Wealth
Thank you for leaving your review. We're really sorry to hear that your experience hasn't met expectations. We understand you've since spoken with our team and have agreed next steps to help address this. If there’s anything else we can do to help, please don’t hesitate to get in touch at contact@spw.com.
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