I have been with Lloyds Wealth for some years and am very happy with their performance. The relationship that has built up between myself and my financial advisor is one that I trust and value highly.... Ver mais
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Veja o que dizem as avaliações
My financial advisor at Lloyds Wealth is always professional, friendly and well-informed. I know that my investments will always be looked after well and will grow to meet my financial needs.
I have been investing with Lloyds for around 8 years now as did my father during his latter years. I feel I can trust them to help me protect and grow my wealth so that if I need it in my lifetime... Ver mais
A empresa respondeu
As a new client, I have so far found Lloyds to be most helpful with their advice and future planning of my needs. I now trust them to work positively on my behalf and for my benefit.
Detalhes da empresa
Escrito pela empresa
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.
Informações de contato
25 Gresham Street, London, EC2V 7HN, London, Reino Unido
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,9
Excelente
2 mil avaliações
Sem histórico de pedidos de avaliações
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Financial Support
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 gave me a detailed personalised financial plan. He is very skilled and knowledgeable on financial matters and would not hesitate to recommend Matt and Lloyd’s Wealth to friends and family.
19 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are so pleased to hear about your positive experience with us. It's wonderful that your adviser, Matt could provide you with the information and tailored plan you needed for your future. Thank you for your kind recommendation!
Experienced and friendly financial…
Experienced and friendly financial advisor. Takes the stress out of my financial planning.
Good results. My money has grown
14 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are so happy to hear that your financial adviser 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.
Excellent service with knowledgeable…
Excellent service with knowledgeable advisors who breakdown information to match understanding
13 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're so pleased that our team has helped you feel more informed. Thank you for your kind words!
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 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
Thank you for your review! It's wonderful to know your adviser, James, provided such excellent support.
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 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're glad to hear our adviser provided excellent market knowledge and you had such a positive experience. Thank you for your feedback!
Most helpful and understanding of our…
Most helpful and understanding of our requirements
13 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are delighted to hear we met your requirements. Thank you for your kind words.
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 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We truly appreciate your kind words and trust in our service. We are delighted to know you feel confident in our investment approach.
Good advisors
Good advisors, well backed up by a very professional and expert company.
13 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are glad to hear you had such a positive experience with us. Thank you for sharing!
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 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are so happy to hear about your excellent experience! We truly appreciate you sharing your positive feedback regarding Makala's thoughtful and clear communication.
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 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are so glad to hear you are happy with our advice. Thank you for your kind words!
We really value the friendly face-to…
We really value the friendly face-to face meetings with personalised and relevant advice
12 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
Thank you for your review. We are so glad you value our personalised, advice and face-to-face meetings.
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 de maio de 2026
Avaliação não solicitada
Resposta da 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 de maio de 2026
Avaliação não solicitada
Resposta da 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 de maio de 2026
Avaliação não solicitada
Resposta da 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.
Resposta da 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 de maio de 2026
Avaliação não solicitada
Resposta da 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 de maio de 2026
Avaliação não solicitada
Resposta da 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 de abril de 2026
Avaliação não solicitada
Resposta da 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.
Resposta da Lloyds Wealth
We are glad you appreciate our ongoing support. Thank you for your review.
Very good advice and good products
Very good advice and good products
11 de maio de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
Thank you for your review, we appreciate your kind words.
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