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Lloyds Wealth Reviews 

2,159
•
TrustScore 5 out of 5

4.9

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Review summary

Created with AI, based on recent reviews

Looking at 535 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the knowledgeable staff for providing professional, friendly, and highly personalized financial advice that is exceptionally clear and easy to understand. Many people deeply appreciate the consistent ongoing support, structured annual review meetings, and transparent communication regarding their investments and long-term retirement plans. Some people also noted that while financial topics initially felt quite daunting, the patient guidance received successfully helped build their overall confidence and knowledge over time. Consumers additionally noted the great convenience of accessible digital portals and regular virtual meetings that ensure clients remain continuously well informed about their portfolios.

What people talk about most

Staff

Reviewers mention positive feedback about staff, consistently describing advisors as friendly, professional,... See more

Service

Clients share satisfaction on service, frequently praising clear, tailored financial guidance and... See more

Customer service

Customers had positive experiences with customer service, expressing deep satisfaction and appreciation for... See more

User experience

Customers consistently note positive experiences with user experience, highlighting friendly advisers who... See more

Value for money

Reviewers highlight positive aspects of value for money, noting reasonable fees and a good range of products... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Our adviser, Laura, gave us advice which enabled us to fully understand our own financial situation and our future needs regarding the services Lloyds Wealth had to offer us. She is obviously v... See more

Company replied

Rated 5 out of 5 stars

Over all the years I have used Lloyd's Wealth financial services I can honestly say advisers have given me advice to help me obtain my goals! With yearly face to face or teams meetings! They have al... See more

Company replied

Rated 5 out of 5 stars

If you want sound financial advice and guidance Liam Boyles is your man. As a novice Liam patiently explained valuable information in a way I could understand, simple and effective which informed my d... See more

Company replied

Rated 5 out of 5 stars

We have been getting regular advice and updates since retiring. The service has helped us make the most of our income and savings. Friendly and competent adviser explains where we are and where we are... See more

Company replied


Company details

Written by the company

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.


Contact info

4.9

Excellent

TrustScore 5 out of 5

2k reviews

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4.9

All reviews

(2,159)

490 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

Excellent investment support

Excellent support from a very knowledgeable team who genuinely build financial support around my specific needs. My advisor is only an email away and willing to provide any guidance or support needed. Probably the most important thing is that my investment is increasing. I would fully recommend engaging with Lloyds Wealth if you are looking to invest.

4 November 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are pleased to hear that you are satisfied with the tailored financial support and the accessibility of your advisor. It is great to know that your investment is performing well and that you feel confident in recommending our services.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Personalised service and ongoing…

Personalised service and ongoing fae-to-face reviews

30 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are glad you enjoyed our dedicated support and regular in person meetings. Thank you for your feedback.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Having Alice as our financial adviser…

Having Alice as our financial adviser is a complete breath of fresh air from what we had been used to with our previous provider. This has been informative, comprehensive, and even enjoyable! Thank you Alice

29 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are glad you enjoyed your experience with Alice. It is rewarding to know that our financial planning services provided a clear, comprehensive, and pleasant contrast to what you previously experienced. We appreciate your positive feedback.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 4 out of 5 stars

Good advice and communication

Good advice and communication. Clear explanation and reasonable charges

28 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you for your feedback. We’re really pleased you found the advice helpful, the communication clear and the charges reasonable.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

Have been with Lloyds Wealth for many years

Have been with Lloyds Wealth ( Previously Schroders) for many years. I have always found them helpful with my financial matters. Advisors always very curteous on phone calls, always listen and give good advice, have never had reason to fault them. Would recommend them to others. Fully trustworthy.

28 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you so much for your loyal support over the years. We are delighted to hear that our advisers have consistently provided polite, attentive, and trustworthy guidance for your financial matters. Your kind recommendation means a great deal to us.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

Excellent Adviser

Our adviser, Laura, gave us advice which enabled us to fully understand our own financial situation and our future needs regarding the services Lloyds Wealth had to offer us.

She is obviously very good at her job, but didn't make us feel, at any time, that we were asking stupid questions or being naive.

We trusted the advice she gave us and would recommend her & Lloyds Wealth.

19 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you for your lovely feedback. We’re delighted you felt supported and confident in the advice you received.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

The company provides a good service…

The company provides a good service which suits me
and is always helpful

30 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you so much for sharing your positive feedback. We are delighted to hear that our services meet your needs and that our team has been consistently helpful. Providing supportive and reliable assistance is always our main priority, and we truly appreciate your kind words.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

Lloyds Wealth - Great Experience

We moved to Lloyds Wealth from another provider, and Lesa always supports me and my father giving us any support that we need.
She is clear and concise in what she tells us and I don't think I could ask for anything more from her.

27 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

It is wonderful to hear that you and your father have received such clear, concise, and dedicated support since transferring your services to us. We are incredibly pleased that your experience has been so positive and that all of your needs are being consistently met. Thank you for taking the time to share your feedback.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

clear constructive information and…

clear constructive information and advice
helpful and patient client advisors

29 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are delighted to hear that you found our advisors to be so patient and that the guidance provided was both clear and constructive. We appreciate you taking the time to share your positive experience.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Advisor who listens and understands my…

Advisor who listens and understands my needs and offers constructive advice. Great to have the continuity of the same advisor

29 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you for your lovely feedback. We’re delighted to hear that your adviser takes the time to listen, understand your needs and provide constructive advice. It’s also great to hear how much you value the continuity of having the same adviser.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 4 out of 5 stars

Lloyds' reputation

Lloyds' reuptation

21 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thanks for your review. We’re glad you had a positive experience and appreciate you taking the time to share your feedback.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

They have achieved everything they…

They have achieved everything they promised and handled our finances in a professional but approachable and supportive manner.

27 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you for sharing your positive experience. We are thrilled to hear that our team has delivered on all promises while maintaining a supportive, friendly, and highly professional approach to managing your financial affairs. Your trust means a lot to us.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Good communication & feel I'm dealing…

Good communication & feel I'm dealing with professionals. My portfolio has achieved excellent growth.

22 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

It is wonderful to hear that you are pleased with our clear communication and the high level of professionalism from our team. We are absolutely delighted that your portfolio has achieved such strong growth, and we look forward to continuing to support you with your financial goals.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Highly recommend Lloyds Wealth

Lloyds Wealth have been there for me, guiding me through my investment portfolio and journey. Staff are knowledgeable and supportive. Regular reviews and contact ensures I am getting a tailored service for my needs and my family.

19 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are delighted to hear that you feel well supported on your investment journey. It is wonderful to know that our team's knowledge and regular contact have helped provide a tailored service that meets the needs of both you and your family. We truly appreciate you sharing your positive experience.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Long term investment

The advisor was friendly and explained everything in full, I feel the explanations were full and made me feel confident

26 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are pleased to hear that your advisor was welcoming and provided thorough explanations. It is wonderful to know that this clear guidance helped you feel reassured and secure in your decisions.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Satisfied returning client.

23 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you for your continued trust and loyalty. We're delighted to hear you're satisfied with your experience as a returning client. We appreciate your feedback and look forward to supporting you in the future.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

I highly recommend Lloyds Wealth

We highly recommend Lloyds Wealth. We have complete confidence in our advisor and our portfolio has grown and continues to grow.

9 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

Thank you so much for your highly positive recommendation. We are delighted to hear that you have complete trust in your advisor and that your investments are performing well and continuing to experience steady growth. Your confidence in our services means a great deal to us.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Greig - Lloyds Wealth

Rated 5 out of 5 stars

Big Thumbs Up.

If you want sound financial advice and guidance Liam Boyles is your man. As a novice Liam patiently explained valuable information in a way I could understand, simple and effective which informed my decision making. Thanks very much Liam.

22 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are absolutely delighted to hear that your advisor provided such clear, patient, and valuable guidance. Helping make complex financial information easy to understand is exactly what we aim for, and it is wonderful to know this support helped with your decision-making. Thank you so much for sharing your positive experience.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

first class service

Lloyds wealth are professional throughout. Our advisor is ultra reliable, friendly and extremely knowledgeable about all products and services. We are delighted with the service provided.

19 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are delighted to hear that you are so pleased with the service provided. It is wonderful to know that your adviser has been reliable, friendly, and highly knowledgeable in supporting your financial needs.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

Rated 5 out of 5 stars

We have been getting regular advice and…

We have been getting regular advice and updates since retiring. The service has helped us make the most of our income and savings. Friendly and competent adviser explains where we are and where we are heading. Very happy customer.

19 October 2026
Unprompted review
Lloyds Wealth logo

Reply from Lloyds Wealth

We are delighted to hear that our ongoing guidance is helping you maximize your retirement finances. It is wonderful to know that you find our planning clear and our team both welcoming and highly capable.

We’d be grateful if you could respond to the information request. Please note, the email will come from Trustpilot rather than Lloyds.

Thanks,
Jenny - Lloyds Wealth

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