Lloyds Wealth レビュー 1,936

Lloyds wealth are professional and friendly

Easy to discuss with an advisor, time keeping is exact and always available on the telephone if needed with help and /or advise. Advisors who overtime begin to know you as an individual and your specific requirements and react accordingly to these needs.

Seeking expert professional advice with Financial Planners is as important as health check ups with the Doctor or Dentist!

Great support having a single person as a contact is unbelievable I have a name and a face.

Very knowledgeable, and always friendly. My advisor always talks in terms I can easily understand. Any emails are always speedily answered

Yearly reviews always helpful and advisers always talk through any anxieties or issues about investment.

We have been with Lloyds Wealth for about 12 yrs and never had anything but exceptional service, my husband passed away 2 yrs ago and Adam Cox our advisor has been clear, his communication was prompt, and he made every step feel effortless.
I feel genuinely confident about my financial future thanks to his expertise.

A very professional service, I felt I was really listened to and everything was explained very clearly. I would have no hesitation in recommending their services.

Good, clear advice. Fees well explained as were investment risks

Our advisor is especially helpful and very friendly.

Great advice from my financial adviser- navigating through all the complexities of family finances.Reassuring advice,especially on implementing Trust Funds,and the minefield of various options available to an investor like me. I have very limited experience of these matters,so all the advice I received,was invaluable .

Over recent years I have become more satisfied with the service provided by Lloyds Wealth to private clients, especially after the input from Schroders Wealth became a key feature. This expanded advice capabilities and included forms of both savings and pension fund issues. Advice on the latter has become even more essential given turbulent changes in government regulation.

Having someone to talk to and face to face is important. I am much more confident and knowledgeable through the engagement and has learned more than I anticipated. Advice matches my needs and minimises the risk I’m prepared to take. Overall good, reliable service.

Absolutely consistent first class service, over many years. A truly comprehensive professional approach.

There was one question where I had to give my opinion about an issue that said I could skip if I hadn't had an issue. I hit the arrow and went back to the start of the section. Eventually I realised I had to just move on to the next section.

Ornelia has been a wealth of information in helping me decide on what decisions to make on my finances..

Excellent personal service in providing financial advice and a very good track record in achieving returns on my investments

The advisor Josh Roberts was amazing. He was knowledgeable and took his time explaining how our funds were invested, the projections in the short, medium and longer terms. The whole experience was absolutely worthwhile.

Very pleased with the service I receive.
Everything is clear and easy to understand and any required information is just a phone call away .