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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The SPW representative took the time…
The SPW representative took the time and had the patience to move us through the process at our pace.
29 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that our representative was patient and accommodating as we guided you through the process at a comfortable pace for you. Thank you for the positive feedback.
Schroders Personal Wealth
The communications and discussions with…
The communications and discussions with the advisor were considered and tailored to my specific requirements. The graphics supporting his conclusions were clear and showed what was needed to achieve my financial objectives.
29 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that the advice was tailored to your needs. It's great to know that the visuals helped clarify the path toward your financial goals. Thank you for your feedback.
Schroders Personal Wealth
Excellent experience.
The help and support I have received as someone with little knowledge or experience of investing has been exceptional nothing is too much trouble and because of that I feel much more confident and don’t worry so much about risk . I wouldn’t hesitate to recommend SPW .
15 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that our support has helped you gain confidence in investing. It's great to know our team could make a difference by providing comprehensive assistance. Thank you for recommending us.
Schroders Personal Wealth
Réponse de Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us.
Schroders Personal Wealth
Face to face with the advisor makes it…
Face to face with the advisor makes it a human experience in this increasingly digital world.
13 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We're glad you enjoyed the human connection in our service. It means a lot to us that you value this aspect in today's digital landscape. Thanks for your feedback.
Schroders Personal Wealth
A very satisfying meeting
Positive meeting with my personal advisor who could answer my questions and give sound advice.
14 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that your meeting with your adviser was helpful, and that they were able to provide you with sound advice and answer your questions. Thanks for your feedback.
Schroders Personal Wealth
Excellent advice
As always I received excellent advice fro my financial adviser at SPW. Advice that is tailored to my specific needs and I have benefitted particularly well over the last ten years.
13 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We're happy to hear that the advice provided has been beneficial and tailored to your needs. Thank you for sharing your positive experience over the last ten years.
Schroders Personal Wealth
Good service and support
Great advisor, explained the pros and cons of the investment. Although I’ve only been with them a year and initially my Investment lost money (thanks Mr Trump and your tariffs), it gained them all back plus much more. I was already aware of the possibility of this being as the investments are linked with the stock markets. However they keep in touch with you and are happy to answer any questions you may have. At my yearly review it was clear that my initial reason for using SPW was still in track to perform for me as I needed it to.
13 janvier 2026
Avis spontané
Réponse de Lloyds Wealth
We appreciate your feedback and are happy to hear that your investments are performing as expected. We're glad your adviser explained the investment's pros and cons and addressed your questions. Thank you for the positive feedback.
Schroders Personal Wealth
Réponse de Lloyds Wealth
We appreciate you sharing your thoughts with us, and we value your feedback on face-to-face meetings.
Schroders Personal Wealth
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 janvier 2026
Avis spontané
Réponse de 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 décembre 2025
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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 janvier 2026
Avis spontané
Réponse de 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
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