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
Se hva andre synes
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.
Good investment advice
Great advice and information on investments

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Consistent helpful service
Consistent helpful service, cost structure fair, performance good . Advice and access to money easily available .

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I have a very kind
I have a very kind, knowledgeable and patient advisor who visits yearly.
He explains things that have changed for the better, asks questions to improve their service for you, always happy to answer questions and advice.
Their end of year report is an absolute godsend, as it keeps my accountant very happy

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My advisor took the time to understand my aims
My advisor took the time to understand my aims and explain why he felt it was the best option for me without ruling out other options. He was a experience advisor with a good knowledge of the products.

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Excellent service
Very pleased with the service I'm getting. Everything is going well and the advice is straightforward and understandable. There is no pressure or hard sell and Schroders take a holistic view of my whole financial situation, not just the investments I have with them. Would recommend

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Our personal adviser is knowledgeable
Our personal adviser is knowledgeable, has a real understanding of us and our needs (having been our adviser for the past 5+ years) and ensures we make informed decisions being in receipt of all the necessary facts and figures. Continuity with the same adviser overseeing our investments has been key as we feel there is absolute trust and honesty.

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Excellent service
Excellent service, expertise is very clear with everything explained well and options discussed openly. Portal and info accessible and easy to use. Advisor so professional, friendly and helpful. Happy to go through multiple options and take time to support.

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You feel secure when you deal with spw

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New and Sceptical to investment but glad i had a go.
I took the opportunity to invest with Schroders and the plan I entered into has worked out as I was informed.

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Visit
SPW have and continue to provide us with a highly personal and quality service.

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Excellent advice and guidance for my…
Excellent advice and guidance for my retirement plans

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Friendly and helpful
Friendly and helpful, highly recommended

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The advisor was clear and concise but…
The advisor was clear and concise but explained as required. All my questions were answered to my satisfaction. I am very happy with my experience with this Company.

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Schroders Personal Dont Care.
Recently contacted Schroders Personal Wealth.
Had two friendly discussions to see if SPW could be of use to me.
All was friendly UNTIL I decided that it was not for me. I sent a very nice email to the "agent" explaining that I had decided not to go ahead with the fund transfer.
NOT a reply of any sort. Sent another email asking if he had received my first email. Still no response.
What people are this company employing.
It's a simple case of if not coming to our company we ignore you without a care.
Really unhappy with this company.....

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Excellent advisor
Excellent advisor who took the time to understand us and tailor advice to meet our needs.

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Tailored advice
Tailored advice relevent to both our present situation and likely future needs

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informed fully
I had things explain to me fully and in terms that I could understand. having the same person for continuity means a lot to me.

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Very happy with our overall service and…
Very happy with our overall service and advise supplied

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