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.
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Schroeder’s review/feedback
Since joining Schroeder’s we have received excellent advice and our advisor John has always been very helpful.
19 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that you've had such a positive experience and have received excellent advice since joining. We appreciate your kind words and are glad your adviser has been helpful!
Schroders Personal Wealth
Great support and information sharing
I never had any interest in money or contact with financial advisors through my working life.
When I retired I needed someone to help me decide how best to organise my finances. I was put in contact with Schroder’s personal wealth.
I found it very reassuring when the advisor spoke to me in terms I could understand. He took time to explain options and encouraged questions while setting up my investments.
I particularly like the app, even though I don’t access it often, all of the information and reports are always available.
The annual review meetings are invaluable to ensure that I’m still happy with my investments.
Overall I feel well supported and informed
16 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that your adviser explained your options clearly and encouraged your questions. It's great to know you find the app and annual reviews helpful in staying informed and supported with your investments. Thank you for sharing your positive experience.
Schroders Personal Wealth
Really easy and stress free experience
Really easy and stress free experience
My adviser took the time to really connect with me, was very personable and friendly. It has always been a great experience dealing with SPW. I look forward to the future knowing my plans are in safe hands.
18 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that your experience was easy and stress-free. We appreciate that your adviser connected with you and that you find dealing with us a great experience. Thank you for your positive feedback.
Schroders Personal Wealth
Excellent adviser
It keeps me informed and up to date. OUR dviser is very helpful and personable and understanding.
31 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that our service keeps you well-informed. It's great to know your adviser is helpful, personable, and understanding. Thank you for your feedback.
Schroders Personal Wealth
Réponse de Lloyds Wealth
We appreciate you taking the time to share your helpful and positive experience with us. Thank you.
Schroders Personal Wealth
Excellent
Excellent, very satisfied with the service I have received so far, my advisor is always willing to answer any questions I have and gives me the best advice possible and is helping me to grow my confidence as I’m an new to investing, I would highly recommend this team .
31 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that you're very satisfied with our service. It's great to know your adviser is helping you grow your confidence as you learn about investing. We appreciate your recommendation.
Schroders Personal Wealth
The quality of the contact manager is…very good18
The quality of the contact manager is good. Stays with you overtime and gets to know you and your views.
18 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that you find the contact manager helpful. It's great to know it supports you over time and learns your perspectives. Thank you for your feedback.
Schroders Personal Wealth
Excellent Personal Service
I am very impressed with the personal service I always receive at online meetings..
13 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that you're impressed with the personal service you receive during our online meetings. Thank you for your positive feedback.
Schroders Personal Wealth
Retirement Planning
Having a personal wealth advisor, to guide us through retirement planning has been invaluable. Our advisor listened to our aspirations and planned accordingly. We have built a trusting relationship with our advisor and we feel confident & well informed about our financial situation now and for the future.
27 mars 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that our guidance through retirement planning has been invaluable for you. It's wonderful that your adviser listened to your aspirations and that you've built a trusting relationship. We appreciate your confidence in our handling of your financial future.
Schroders Personal Wealth
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 mars 2026
Avis spontané
Réponse de 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 mars 2026
Avis spontané
Réponse de 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 mars 2026
Avis spontané
Réponse de 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 mars 2026
Avis spontané
Réponse de 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
Réponse de 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 mars 2026
Avis spontané
Réponse de 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 mars 2026
Avis spontané
Réponse de 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 mars 2026
Avis spontané
Réponse de 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 mars 2026
Avis spontané
Réponse de 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
Réponse de Lloyds Wealth
We appreciate you sharing that our team is reliable, professional, and experienced. Thank you for your positive feedback
Schroders Personal Wealth
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