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
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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.
25 Gresham Street, London, EC2V 7HN, London, United Kingdom
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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.
Reply from Lloyds Wealth
Personalised service and ongoing fae-to-face reviews
Reply from Lloyds Wealth
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
Reply from Lloyds Wealth
Good advice and communication. Clear explanation and reasonable charges
Reply from Lloyds Wealth
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.
Reply from Lloyds Wealth
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.
Reply from Lloyds Wealth
The company provides a good service which suits me
and is always helpful
Reply from Lloyds Wealth
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.
Reply from Lloyds Wealth
clear constructive information and advice
helpful and patient client advisors
Reply from Lloyds Wealth
Advisor who listens and understands my needs and offers constructive advice. Great to have the continuity of the same advisor
Reply from Lloyds Wealth
They have achieved everything they promised and handled our finances in a professional but approachable and supportive manner.
Reply from Lloyds Wealth
Good communication & feel I'm dealing with professionals. My portfolio has achieved excellent growth.
Reply from 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.
Reply from Lloyds Wealth
The advisor was friendly and explained everything in full, I feel the explanations were full and made me feel confident
Reply from Lloyds Wealth
We highly recommend Lloyds Wealth. We have complete confidence in our advisor and our portfolio has grown and continues to grow.
Reply from Lloyds Wealth
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.
Reply from Lloyds Wealth
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.
Reply from Lloyds Wealth
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.
Reply from Lloyds Wealth
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