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.... Näytä lisää

Emme tarkista arvosteluissa esitettyjen väitteiden paikkansapitävyyttä, sillä arvostelut ovat arvostelijoiden omia mielipiteitä. Arvostelu voi kuitenkin saada Varmennettu-merkinnän, jos pystymme todentamaan, että arvostelun kirjoittaja on asioinut yrityksen kanssa. Lue lisää
Alustan luotettavuuden varmistamiseksi kaikkien arvostelujen – varmennettujen ja varmentamattomien – on läpäistävä automaattinen seulonta, joka on käynnissä kellon ympäri. Järjestelmä tunnistaa ja poistaa ohjeistustemme vastaisen sisällön – myös arvostelut, jotka eivät perustu aitoon asiointiin. Tiedostamme, että asiattomia arvosteluja saattaa tästä huolimatta päästä läpi. Voit tehdä meille ilmoituksen mistä tahansa arvostelusta, jonka uskot jääneen meiltä huomaamatta. Lue lisää
Katso, mitä arvostelun kirjoittajat sanovat
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... Näytä lisää
Yritys on vastannut
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.
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.
Yrityksen tiedot
Yrityksen kirjoittama
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.
Yhteystiedot
25 Gresham Street, London, EC2V 7HN, London, Yhdistynyt kuningaskunta
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
Ei ole aiemmin pyytänyt arvosteluja
Tämä yritys ei ole pyytänyt asiakkailtaan arvosteluja, joten arvostelut eivät välttämättä anna kattavaa kokonaiskuvaa
Trustpilotissa on kyse ihmisistä. Tämä yritys voi käyttää lisäksi tekoälyavusteista työkaluamme, joka auttaa vastausten laatimisessa.
Kuinka tämä yritys käyttää Trustpilotia
Tutustu arvostelujen ja arvosanojen lähteisiin, pisteytykseen ja moderointiin.
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.

Vastaus yritykseltä Lloyds 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.

Vastaus yritykseltä Lloyds 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.

Vastaus yritykseltä Lloyds Wealth
Schroeder’s review/feedback
Since joining Schroeder’s we have received excellent advice and our advisor John has always been very helpful.

Vastaus yritykseltä Lloyds Wealth
Great support and information sharing
I never had any interest in money or contact with financial advisors through my working life.
When I retired I needed someone to help me decide how best to organise my finances. I was put in contact with Schroder’s personal wealth.
I found it very reassuring when the advisor spoke to me in terms I could understand. He took time to explain options and encouraged questions while setting up my investments.
I particularly like the app, even though I don’t access it often, all of the information and reports are always available.
The annual review meetings are invaluable to ensure that I’m still happy with my investments.
Overall I feel well supported and informed

Vastaus yritykseltä Lloyds Wealth
Really easy and stress free experience
Really easy and stress free experience
My adviser took the time to really connect with me, was very personable and friendly. It has always been a great experience dealing with SPW. I look forward to the future knowing my plans are in safe hands.

Vastaus yritykseltä Lloyds Wealth
Excellent adviser
It keeps me informed and up to date. OUR dviser is very helpful and personable and understanding.

Vastaus yritykseltä Lloyds Wealth

Vastaus yritykseltä Lloyds Wealth
Excellent
Excellent, very satisfied with the service I have received so far, my advisor is always willing to answer any questions I have and gives me the best advice possible and is helping me to grow my confidence as I’m an new to investing, I would highly recommend this team .

Vastaus yritykseltä Lloyds Wealth
The quality of the contact manager is…very good18
The quality of the contact manager is good. Stays with you overtime and gets to know you and your views.

Vastaus yritykseltä Lloyds Wealth
Excellent Personal Service
I am very impressed with the personal service I always receive at online meetings..

Vastaus yritykseltä Lloyds Wealth
Retirement Planning
Having a personal wealth advisor, to guide us through retirement planning has been invaluable. Our advisor listened to our aspirations and planned accordingly. We have built a trusting relationship with our advisor and we feel confident & well informed about our financial situation now and for the future.

Vastaus yritykseltä Lloyds Wealth
In my experience SPW is professional, trustworthy and helpful
I have been a customer with Schroders for a number of years and my experience is of a trustworthy and professional firm, with knowledgeable advisors giving clear, helpful advice in an approachable and friendly manner.

Vastaus yritykseltä Lloyds Wealth
The contribution made by My wealth…
The contribution made by My wealth advisor Rhydian Griffths.

Vastaus yritykseltä Lloyds Wealth
I felt my interests and needs were…
I felt my interests and needs were taken into account and I completely trusted my advisor.

Vastaus yritykseltä Lloyds Wealth
Understandable meetings
The face to face meetings with our personal financial advisor are very instructive and clear and answer all our questions with language that we understand, as I have never worked in the financial sector

Vastaus yritykseltä Lloyds Wealth
Assured advice with no pressure
Assured advice with no pressure

Vastaus yritykseltä Lloyds Wealth
Trustworthy and supportive
Really friendly personal support and a clear awareness of my financial situation and commitments.

Vastaus yritykseltä Lloyds Wealth
Sam was a joy
Sam was a joy
professional and knew what she was speaking of. Never once pushed us to invest, gave full facts before we committed.
Thank you Sam, we look forward to working with you.
Tony & Sian

Vastaus yritykseltä Lloyds Wealth
Professional, relevant and friendly.
The advice given was relevant, professional and delivered in a friendly way.

Vastaus yritykseltä Lloyds Wealth
Trustpilot-kokemus
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Lue lisää muunlaisista arvosteluista.
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