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Lloyds Wealth Arvostelua 1 937

TrustScore 5/5 tähteä

4,9

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

Saanut 5/5 tähteä

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

Saanut 5/5 tähteä

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

Saanut 5/5 tähteä

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.

Saanut 5/5 tähteä

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

4,9

Erinomainen

TrustScore 5/5 tähteä

2 t. arvostelua

5 tähteä
4 tähteä
3 tähteä
2 tähteä
1 tähti

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.

Yritykset eivät saa tarjota kannustimia tai maksaa arvostelujen piilottamisesta Trustpilotissa. Arvostelut ovat yksittäisten käyttäjien mielipiteitä, eivät Trustpilotin. Lue lisää

Saanut 5/5 tähteä

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.

23. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

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

Saanut 5/5 tähteä

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.

20. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We appreciate your positive feedback. It's great to hear that you find our financial advice clear and easy to understand, and that you feel comfortable with our approach. We're also glad the Teams meetings are convenient for you. Thank you for sharing your experience.

Schroders Personal Wealth

Saanut 5/5 tähteä

First class products and people

First class products and people. Lydia is a superb adviser who provides a personalised service focused on my objectives.

19. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you had a positive experience with our products and team. We appreciate your kind words and are so glad the advisor met your objectives.

Schroders Personal Wealth

Saanut 5/5 tähteä

Schroeder’s review/feedback

Since joining Schroeder’s we have received excellent advice and our advisor John has always been very helpful.

19. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you've had such a positive experience and have received excellent advice since joining. We appreciate your kind words and are glad your adviser has been helpful!

Schroders Personal Wealth

Saanut 5/5 tähteä

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

16. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that your adviser explained your options clearly and encouraged your questions. It's great to know you find the app and annual reviews helpful in staying informed and supported with your investments. Thank you for sharing your positive experience.

Schroders Personal Wealth

Saanut 5/5 tähteä

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.

18. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that your experience was easy and stress-free. We appreciate that your adviser connected with you and that you find dealing with us a great experience. Thank you for your positive feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

Excellent adviser

It keeps me informed and up to date. OUR dviser is very helpful and personable and understanding.

31. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that our service keeps you well-informed. It's great to know your adviser is helpful, personable, and understanding. Thank you for your feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

Very positive and helpful

Very positive and helpful

1. huhtikuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We appreciate you taking the time to share your helpful and positive experience with us. Thank you.

Schroders Personal Wealth

Saanut 5/5 tähteä

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 .

31. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you're very satisfied with our service. It's great to know your adviser is helping you grow your confidence as you learn about investing. We appreciate your recommendation.

Schroders Personal Wealth

Saanut 5/5 tähteä

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.

18. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you find the contact manager helpful. It's great to know it supports you over time and learns your perspectives. Thank you for your feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

Excellent Personal Service

I am very impressed with the personal service I always receive at online meetings..

13. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you're impressed with the personal service you receive during our online meetings. Thank you for your positive feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

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.

27. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that our guidance through retirement planning has been invaluable for you. It's wonderful that your adviser listened to your aspirations and that you've built a trusting relationship. We appreciate your confidence in our handling of your financial future.

Schroders Personal Wealth

Saanut 5/5 tähteä

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.

5. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We appreciate your long-standing custom. It's great to hear that you've consistently found our firm trustworthy and professional, and our advisers knowledgeable, approachable, and friendly. Thank you for your positive feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

The contribution made by My wealth…

The contribution made by My wealth advisor Rhydian Griffths.

27. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We appreciate you acknowledging the contributions. We're happy to hear that you had a positive experience. Thank you for your feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

I felt my interests and needs were…

I felt my interests and needs were taken into account and I completely trusted my advisor.

11. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that your interests and needs were considered, and you trusted your adviser. We appreciate your positive feedback and thank you.

Schroders Personal Wealth

Saanut 5/5 tähteä

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

11. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that your adviser's explanations are helpful and easy to understand during your meetings. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Saanut 5/5 tähteä

Assured advice with no pressure

Assured advice with no pressure

25. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're glad you felt assured and not pressured. Thank you for your positive feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

Trustworthy and supportive

Really friendly personal support and a clear awareness of my financial situation and commitments.

10. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you received friendly, personal support. It's great to know our team clearly understood your financial situation and commitments. Thanks for your feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

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

13. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that you found your experience so positive and professional. We appreciate your kind words and are so glad you felt comfortable with the facts provided. Thank you for your positive feedback.

Schroders Personal Wealth

Saanut 5/5 tähteä

Professional, relevant and friendly.

The advice given was relevant, professional and delivered in a friendly way.

9. maaliskuuta 2026
Oma-aloitteinen arvostelu
Lloyds Wealth-logo

Vastaus yritykseltä Lloyds Wealth

We're happy to hear that the advice was relevant and delivered professionally and warmly. Thank you for your positive feedback.

Schroders Personal Wealth

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