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
Esta empresa não convidou os respectivos clientes, portanto as avaliações podem não ser representativas
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Como esta empresa usa o Trustpilot
Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.
Resposta da Lloyds Wealth
We appreciate you sharing that our team is reliable, professional, and experienced. Thank you for your positive feedback
Schroders Personal Wealth
Everything is clearly explained and…
Everything is clearly explained and understood
20 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that everything was clearly explained and understood! Thank you for your positive feedback.
Schroders Personal Wealth
Sound financial advice
I have used Schroders Personal Wealth (SPW) and previously Lloyds Private Banking for many years. I have always been provided with sound financial advice during this time taking into account any changes in my personal circumstances and attitude to risk. I like to have a face to face meeting at home with my personal wealth adviser at least once a year and I am always able to make contact by phone or email should I have any further questions that may arise during the year. My current adviser, Joshua, is helpful, friendly, knowledgeable, clear and approachable. I am very happy with the service provided by SPW.
4 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We appreciate your long-standing relationship with us and value your feedback. We're happy to hear that you've consistently received sound financial advice, tailored to your personal circumstances. It's great to know that you find the face-to-face meetings and ongoing contact helpful, and that you are very happy with the service. Thank you for your positive feedback.
Schroders Personal Wealth
Clear
Clear, reliable and friendly advice that pays off.
27 de fevereiro de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that our advice was clear, reliable, friendly, and worthwhile. Thank you for your positive feedback.
Schroders Personal Wealth
I learned quite a bit about my finance…
I learned quite a bit about my finance situation.
18 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're glad you found value in learning about your finances. Thank you for sharing your experience with us.
Schroders Personal Wealth
Financial investment
Good, sound financial advice.
Face to face or online consultations.
Funds managed well enabling profit.
Representatives knowledgeable, approachable and easily accessible.
3 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that you found our financial advice helpful and our representatives knowledgeable and approachable. We appreciate you acknowledging our fund management and accessibility. Thank you for your positive feedback.
Schroders Personal Wealth
Good Value
My advisor at Schroders has an excellent understanding of my needs.
4 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that your adviser understands your needs well. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
I like being able to meet my adviser…
I like being able to meet my adviser and there always seems to be time to discuss things fully. I do not feel rushed. The advice has always been good and my investment has fared well.
3 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that you feel your meetings are thorough and unhurried. It's great to know that you value the advice you've received. Thank you for your feedback.
Schroders Personal Wealth
The experience received is helpful and…
The experience received is helpful and professional.
2 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that you found our service helpful and professional. Thank you for your positive feedback, we appreciate it.
Schroders Personal Wealth
Excellent customer service
I have experienced clear understable guidence from the two advisors that I have had the opportunity of deaing with. My experience and guidence has been very positive to date.
3 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that the guidance you've received from your adviser has been clear and understandable. We appreciate you sharing that your experience has been positive so far.
Schroders Personal Wealth
Clear advice
2 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us.
Schroders Personal Wealth
At the moment this service works for me.
I am very pleased with the service Schroders Personal Wealth are giving me,I feel confident that the advice and information is working in my favour.
17 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that you're pleased with our service. It's great to know you feel confident that our advice and information are working for you. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders personal wealth
Schroders personal wealth is an easy company to deal with. They give you honest advice & take time to deal with any worries you may have. Adan dudley is my advisor & im impressed with how knowledgeable & patient he is.
2 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that you find our company easy to deal with. It's great to know you feel you receive honest advice, and your adviser addresses your worries patiently and with expertise. We appreciate your feedback.
Schroders Personal Wealth
The efficiency with which the meeting…
The efficiency with which the meeting was conducted.
24 de fevereiro de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're glad the meeting was efficient. Thank you for sharing your positive experience with us, we appreciate your feedback.
Schroders Personal Wealth
My financial advisor is always helpful
My financial advisor is always helpful, knowledgeable and tries to advise me in the best way possible
16 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that your financial adviser is helpful and knowledgeable. We appreciate you sharing your positive experience with us.
Schroders Personal Wealth
Assistance in making the right decision…
Assistance in making the right decision regarding our investments in the schroder package.
10 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We appreciate your feedback. We're glad you found our assistance helpful in making investment decisions.
Schroders Personal Wealth
Responsible and human financial advice
Good quality service delivered with clarity and - notable for financial services - humanity by experienced advisers.
12 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are glad to hear that you received good quality service from our experienced advisers. We appreciate your highlighting their clarity and humanity. Thanks for your feedback.
Schroders Personal Wealth
Schroders Personal Wealth
The company provides clear and practical advice on investing in a shares ISA, and send informative emails on a regular basis that keep me up to date with current market trends
12 de março de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We're happy to hear that you find our shares ISA advice clear and practical. It's great to know our informative emails keep you updated on market trends. Thank you for your positive feedback.
Schroders Personal Wealth
Excellent honest advice
Excellent honest advice, and time taken to explain.
24 de fevereiro de 2026
Avaliação não solicitada
Resposta da Lloyds Wealth
We are glad to hear that our advice was helpful, and we appreciate you taking the time to share your positive experience with us.
Schroders Personal Wealth
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