I have been with Lloyds Wealth for some years and am very happy with their performance. The relationship that has built up between myself and my financial advisor is one that I trust and value highly.... もっと見る
レビューはレビュアーの個人的な意見であるため、特定の記載内容を検証することはありません。ただし、ビジネス上の取引が行われたことを確認できた場合、レビューに「確認済み」のラベルを付ける場合があります。詳細はこちら
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レビュアーのコメントを見てみましょう
My financial advisor at Lloyds Wealth is always professional, friendly and well-informed. I know that my investments will always be looked after well and will grow to meet my financial needs.
I have been investing with Lloyds for around 8 years now as did my father during his latter years. I feel I can trust them to help me protect and grow my wealth so that if I need it in my lifetime... もっと見る
企業が回答しました
As a new client, I have so far found Lloyds to be most helpful with their advice and future planning of my needs. I now trust them to work positively on my behalf and for my benefit.
企業情報
当該企業による記述
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.
連絡先
25 Gresham Street, London, EC2V 7HN, London, 英国
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4.9
優良
1936件のレビュー
レビュー依頼の記録がありません
この企業は顧客にレビューを依頼していないため、レビューが全体の意見を反映していない可能性があります。
Trustpilot では、本物の人間によるコンテンツに重きを置いています。ただし、この企業は返信原稿の作成に役立つ AI 支援ツールにもアクセスすることができます。
この企業のTrustpilot 利用方法
レビューや評価の取得方法、スコアリング、モデレーションのプロセスについて確認する。
It is very ‘early days’ but a great start.
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.
2026年5月5日
自発的なレビュー
Lloyds Wealth からの回答
Thank you for your lovely review. It's wonderful to hear that your adviser made such a positive impression. We're proud to support you on your financial journey and truly value your loyalty.
I have put one star because 0 start is…
I have put one star because 0 start is not an option
This is a wealth transfer company not a wealth management company
2026年4月22日
自発的なレビュー
Lloyds Wealth からの回答
Thank you for leaving your review. We're really sorry to hear that your experience hasn't met expectations. We understand you've since spoken with our team and have agreed next steps to help address this. If there’s anything else we can do to help, please don’t hesitate to get in touch at contact@spw.com.
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
2026年4月18日
自発的なレビュー
Lloyds Wealth からの回答
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
2026年3月26日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年3月31日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年3月31日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年4月7日
自発的なレビュー
Lloyds Wealth からの回答
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
2026年3月30日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年3月25日
自発的なレビュー
Lloyds Wealth からの回答
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
2026年3月27日
自発的なレビュー
Lloyds Wealth からの回答
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,
2026年3月27日
自発的なレビュー
Lloyds Wealth からの回答
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
2026年3月23日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年3月25日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年3月24日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年4月9日
自発的なレビュー
Lloyds Wealth からの回答
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
2026年4月8日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年4月8日
自発的なレビュー
Lloyds Wealth からの回答
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.
2026年3月23日
自発的なレビュー
Lloyds Wealth からの回答
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
Lloyds Wealth からの回答
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.
2026年3月23日
自発的なレビュー
Lloyds Wealth からの回答
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
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