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
Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren
Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren
Das sagen Bewerter
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... Mehr ansehen
Unternehmen hat geantwortet
James our advisor explained things so well and has worked so well on our behalf. He is knowledgable and thoroughly professional.
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.... Mehr ansehen
Unternehmen hat geantwortet
Unternehmensdetails
Vom Unternehmen geschrieben
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.
Kontaktinformationen
25 Gresham Street, London, EC2V 7HN, London, Vereinigtes Königreich
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,9
Hervorragend
1894 Bewertungen
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Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.
Give clear honest easy to understand advice
Give clear honest easy to understand advice on the products available and fully explained with all the charges involved and what the expected returns can be
18. April 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
Thank you for your review. We're happy to hear that you found our advice clear, honest, and easy to understand. We appreciate your feedback regarding our explanations of charges and expected returns.
great adviser
26. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're so pleased to hear that your adviser has made a positive impact.
Excellent financial advice to help me…
Excellent financial advice to help me get clarity regarding planning of my future retirement, savings and pension.
31. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
Thank you for sharing your experience. We're happy to hear that our financial advice provided you with clarity in planning your retirement, savings, and pension.
These people know what they’re doing. Trust them.
Professional, flexible, knowledgeable.
31. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
Thank you for your kind words. We're proud to have earned your trust and remain committed to helping you achieve your goals with care, clarity, and confidence.
Schroders Personal Wealth caters to my…
Schroders Personal Wealth caters to my personal needs and is always a friendly voice at the end of a telephone.
7. April 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that our services meet your needs, and we appreciate you mentioning the friendly support available to you. Thank you for your positive review.
I was given clear information and everything was explained to me.
I was clear information
30. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that the information was clear for you. Thank you for your feedback.
Effective interaction with personal advisor
Interaction with personal advisor is efficient and useful; webinars are topical and relevant for us.
25. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us and our webinars relevant.
having financial advice clearly…
having financial advice clearly explained properly
27. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that our advice was clearly explained. Thank you for your positive feedback.
Very helpful and knowledgeable advice…
Very helpful and knowledgeable advice from someone who understands our situation in life,
27. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
Thank you for taking the time to share your feedback. It's great to know your adviser provided clear guidance and support - that's exactly what we aim for.
Shroeders Personal Wealth
This company are excellent. I have my own Financial Advisor who goes through everything I need to know and be aware of in great detail. There is no rush whatsoever. I get an Annual Review where all aspects of financial advice is tailored to your individual circumstances. If I have any queries throughout the year then I can contact my financial advisor at any time. Excellent service
23. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that you've had such a positive experience. It's great to know that our detailed and personalised advice, along with the accessibility of your adviser, meets your needs. Thank you for your valuable feedback.
Schroders Personal Wealth
The approachability & trustworthiness…
The approachability & trustworthiness of their representative Bruno Celimon has been second to none & has given us a great understanding of the value of investment portfolios.
25. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We appreciate you sharing your experiences. It's great to hear that the representative's approachability and trustworthiness helped you gain a better understanding of investment portfolios. Thanks for your feedback.
Schroders Personal Wealth
Very helpful and trustworthy
We have dealt with Schroders Personal Wealth for some time now and through the highs and lows of the financial markets they have always been there for us offering advice and help for us to make a informed decision with regard to our finances.
From our point of view we would certainly recommend them.
24. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that our advice and support have helped you navigate the financial markets and make informed decisions. We appreciate your recommendation and thank you for your continued trust.
Schroders Personal Wealth
Total Trust at the Personal Level
As elderly investors of modest means, ready access to a financial adviser we have come to know personally and whose advice we respect has proved invaluable. In this age of geo-political volatility, calm, intelligent and knowledgeable advice is something to cherish. This is SPW's greatest strength.
9. April 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We appreciate your kind words. It's wonderful to know that our accessible, knowledgeable advice provides you with invaluable support. We value the trust you've placed in us.
Schroders Personal Wealth
Early days but I feel SPW are handling…
Early days but I feel SPW are handling my finances well
8. April 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that you feel we are managing your finances well. Thank you for your positive feedback.
Schroders Personal Wealth
Benefits of a long term relationship
They have a detailed knowledge of our circumstances and relate their advice to our real needs.
8. April 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that our advice aligns with your specific needs and circumstances. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
It has taken me a while to consider…
It has taken me a while to consider investment but Dan made it easy in my own time. We took a year but I am glad I am where I am now.
23. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We appreciate you sharing your experience. We're happy to hear that you felt at ease making investment decisions at your own pace, and we are glad you are where you are now.
Schroders Personal Wealth
Security of investments
I feel that my investments are secure with them
7. April 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that you feel secure with your investments. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
I appreciate the personal approach
I appreciate the personal approach
during a review. My questions were answered in a professional manner ensuring I understood what was being discussed. Everything was clear. I know that support is always at hand.
23. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We appreciate you sharing your feedback. We're happy to hear that the review process was clear and that our support met your needs in a professional way. It's great to know you feel supported.
Schroders Personal Wealth
Schroders have given me financial
Schroders have given me financial advise over the past 3 years, the information is easy to understand and clear. There is never any pressure to make a decision that I’m not satisfied with. There are always opportunities for me to ask questions and to make contact with them in between my annual reviews.
The use of Teams meetings is also convenient and allows for personal interaction.
20. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We appreciate your positive feedback. It's great to hear that you find our financial advice clear and easy to understand, and that you feel comfortable with our approach. We're also glad the Teams meetings are convenient for you. Thank you for sharing your experience.
Schroders Personal Wealth
First class products and people
First class products and people. Lydia is a superb adviser who provides a personalised service focused on my objectives.
19. März 2026
Bewertung ohne vorherige Einladung
Antwort von Lloyds Wealth
We're happy to hear that you had a positive experience with our products and team. We appreciate your kind words and are so glad the advisor met your objectives.
Schroders Personal Wealth
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