Lloyds Wealth Bewertungen 1 894

Excellent service with knowledgeable advisors who breakdown information to match understanding

James our advisor explained things so well and has worked so well on our behalf. He is knowledgable and thoroughly professional.

Advisor was excellent good knowledge of the current market. Approachable very professional no hard sell explained everything and answered all questions thoroughly.

Most helpful and understanding of our requirements

I have great faith and trust in Lloyds Wealth to deliver a fair and honest service in my investments.

Good advisors, well backed up by a very professional and expert company.

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

The advice and support I get is very helpful, the handling of my portfolio I am very happy with

We really value the friendly face-to face meetings with personalised and relevant advice

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

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.

Excellent trusted advice

Professional advice, established company, trusted advisor

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.

Their personal help and advice has been totally great the eight years I have used their services.

Trusted company, with ongoing support.

Very good advice and good products

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 we will be well pleased!
Liam took the time to make sure that our attitude to risk aligned with our medium/longer term investment goals. It will be good to have their investment professionals managing our funds, especially in these turbulent times.

I have put one star because 0 start is not an option
This is a wealth transfer company not a wealth management company