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.... Vis mer

Vi bekrefter ikke spesifikke uttalelser siden en forfatters mening er hens egen, men vi kan merke en anmeldelse som "bekreftet" når vi kan bekrefte at det har vært kontakt med virksomheten. Mer informasjon
For å beskytte plattformens integritet vil alle anmeldelser på plattformen—bekreftet eller ikke—bli undersøkt av vår automatiserte programvare (tilgjengelig hele døgnet). Denne teknologien er designet til å identifisere og fjerne innhold som bryter med retningslinjene våre, deriblant anmeldelser som ikke er basert på en faktisk erfaring. Vi vet at vi ikke kan fange opp alt. Hvis du tror at vi har gått glipp av noe, kan du rapportere det. Mer informasjon
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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... Vis mer
Selskapet har svart
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.
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.
Informasjon om virksomheten
Skrevet av virksomheten
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.
Kontaktopplysninger
25 Gresham Street, London, EC2V 7HN, London, Storbritannia
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
Ingen anmeldelsesinvitasjoner er registrert
Denne virksomheten har ikke oppfordret kundene, og anmeldelser er derfor kanskje ikke representative
På Trustpilot legger vi vekt på bidrag fra faktiske personer. Denne virksomheten kan imidlertid også bruke KI-verktøyet vårt til å lage utkast til svarene de gir.
Slik bruker virksomheten Trustpilot
Se hvordan anmeldelsene og vurderingene deres innhentes, vurderes og modereres.
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.

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Everything is clearly explained and…
Everything is clearly explained and understood

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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.

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Clear
Clear, reliable and friendly advice that pays off.

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I learned quite a bit about my finance…
I learned quite a bit about my finance situation.

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Financial investment
Good, sound financial advice.
Face to face or online consultations.
Funds managed well enabling profit.
Representatives knowledgeable, approachable and easily accessible.

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Good Value
My advisor at Schroders has an excellent understanding of my needs.

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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.

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The experience received is helpful and…
The experience received is helpful and professional.

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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.

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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.

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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.

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The efficiency with which the meeting…
The efficiency with which the meeting was conducted.

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My financial advisor is always helpful
My financial advisor is always helpful, knowledgeable and tries to advise me in the best way possible

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Assistance in making the right decision…
Assistance in making the right decision regarding our investments in the schroder package.

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Responsible and human financial advice
Good quality service delivered with clarity and - notable for financial services - humanity by experienced advisers.

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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

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