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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
SPW was introduced to me through LLoyds Bank. I was initially cautious about discussing my finances with a new third party. However, the advisor set out options clearly and with no pressure. The weig... See more
Company replied
A very smooth process free from any sales pressure. Thoroughly knowledgeable, patient advisor. Assisted throughout with all aspects of finances, from review to investment decisions. Don't have any ex... See more
Company replied
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 con... See more
Company replied
Company details
Written by the company
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.
Contact info
25 Gresham Street, London, EC2V 7HN, London, United Kingdom
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4.9
Excellent
2K reviews
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Trust & Confidence
Not being a financially savvy person I invested my pension in SPW after receiving advice from my bank. I have complete trust in SPW and my advisor who keeps me updated on matters relating to my investment in a language I can understand.
January 5, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you have complete trust in our services and that your adviser communicates clearly regarding your investment. We appreciate you sharing your positive experience with us.
Schroders Personal Wealth
Tick all reasonable boxes, I suppose
Helpful, Friendly, Patient and generally competant. I'm happy to be with them and I would recommend them.
However, they don't seem very familiar or interested in Ethical Investment.
January 22, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you find us helpful and competent. We appreciate your recommendation. Thank you for pointing out your interest in ethical investment, we will consider this feedback.
Schroders Personal Wealth
Good company
I’ve invested with Schroders for a number of years now and have found them to be excellent. I haven’t a clue about the stock market so it’s great to have it managed for me. I’ve watched my money both rise and fall, but overall it’s been an investment worth making. My advisor is really good, both professional and friendly and he explains everything to me so that I know exactly what’s happening with my investment.
January 21, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you've had an excellent experience with your investment over the years. It's great to know that our adviser's professionalism and clear explanations have been beneficial to you. We appreciate you sharing your positive feedback.
Schroders Personal Wealth
Appreciated understanding and advice.
My personal advisor always understands my financial position and current thinking and offers helpful background and advice.
January 6, 2026
Unprompted review
Reply from Lloyds Wealth
Happy to hear that your adviser understands your financial situation and offers helpful advice. We appreciate you sharing your positive experience with us.
Schroders Personal Wealth
They are so helpful and explain things…
They are so helpful and explain things thoroughly. I would highly recommend
January 6, 2026
Unprompted review
Reply from Lloyds Wealth
We are glad to hear that our team was so helpful and thorough. We appreciate your recommendation and value your feedback.
Schroders Personal Wealth
A highly trusted investment adviser
The adviser (for several years) has a close understanding of our circumstances, priorities, investment purposes and risk appetite. He always applies a broad and deep view of the multiple factors affecting our investments and a mature and down-to-earth attitude. Inspires trust and confidence.
January 6, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the adviser's understanding of your circumstances, priorities, and investment goals inspires trust and confidence. We appreciate you sharing your experience.
Schroders Personal Wealth
Excellent service
Excellent service. Richard was knowledgeable, polite, easy to understand (in what is a very complicated field) and made us feel safer in where our funds are being held and how they're used.
January 20, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you had such a positive experience. It's great to know that Richard's knowledge and clear explanations helped you feel more secure about your funds. Thank you for your feedback.
Schroders Personal Wealth
Satisfied Customer
I have always been exceptionally pleased with the advice and guidance I have had from both my Schroder advisors that I have had. The ROI is in the area that I expected so have no financial concerns. I Have recommended them to family and friends.
January 20, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you've consistently received excellent advice and guidance. It's great to know your ROI is in line with your expectations. We appreciate you recommending us to your family and friends.
Schroders Personal Wealth
Personal Investment
Meghan is an absolute gem of an employee. Meets my requests, and is very competent in my dealings with her. Great Experience
January 6, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you had such a positive experience! It's great to know that your adviser met your needs and was competent in assisting you. Thank you for your feedback, we will ensure to pass the feedback onto Meghan.
Schroders Personal Wealth
The adviser I have been allocated was…a star!
The adviser I have been allocated was so approachable and showed such interest in me as a client and my needs. She asked relevant questions to enable her to assess my needs and that is so important. She took the trouble to look information up for me and to 'phone me back with the answers.
January 5, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser was approachable and attentive to your needs. It's great to know the questions asked were relevant and helpful in assessing your situation. Thank you for your positive feedback.
Schroders Personal Wealth
Whole picture approach to financial…
Whole picture approach to financial planning was very helpful as I approached retirement.
January 5, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our comprehensive financial planning approach was beneficial as you prepared for retirement. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders keep me informed & up to date…
Schroders keep me informed & up to date on the progress my investments and offer timely advice on the market situation.
January 15, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you feel well-informed about your investments. It's great to know our market advice is helpful to you. Thanks for your feedback.
Schroders Personal Wealth
Reply from Lloyds Wealth
We appreciate your trust in our team, and we're glad our advice was helpful to you. Thank you for your positive feedback.
Schroders Personal Wealth
Supportive, personal
Supportive, informative, personal. Able to meet in my bank in person. Take the time to know you.
December 1, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our team was supportive, informative, and took the time to get to know you. We appreciate your positive feedback.
Schroders Personal Wealth
Savings / investment advice
Charlotte was so helpful and professional in her advice over several meetings ,understanding that we are " cautious savers " as in a new position following recent inheritence .
We would highly recomend Charlotte for her guidance and advice ,a credit too Schroders . Thank you
January 9, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the guidance provided was so helpful. It's great to know that the support offered met your needs as cautious savers, we will be sure to pass on your kind words. Thank you for your recommendation and we appreciate your feedback.
Schroders Personal Wealth
A simple, clear survey.
The questions were brief and clear. Easy to complete the survey.
January 8, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our survey was clear and easy to complete. Thank you for your feedback, we appreciate it.
Schroders Personal Wealth
Good service with excellent customer…
Good service with excellent customer support.
January 7, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you had a good experience with our excellent customer support. Thank you for your positive feedback.
Schroders Personal Wealth
Great advisor
Great advisor, ensures product relates to need, gives in depth explanation and check understanding.
Excellent communication throughout process.
December 19, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser ensured the product fit your needs and that you received excellent communication. We appreciate you sharing your positive experience.
Schroders Personal Wealth
Good clear advice on planning for the…
Good clear advice on planning for the future and how best to use product range. No jargon, very understandable and really feel as though we are in safe hands
December 18, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our advice was clear and helpful for your future planning. It's great to know you feel secure with our product range and approach. Thanks for your feedback.
Schroders Personal Wealth
Good communication & advice
Good communication with our Adviser who gives honest, solid advice with recommendations which has been a refreshing change to our last Pension Company, which we switched from a year ago. Best move we ever made.
January 3, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you're pleased with the clear communication and honest advice received. It's great to know our recommendations have made such a positive impact. Thank you for sharing.
Schroders Personal Wealth
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