SPW has served us really well - from before it became SPW to the present. The planning tools around long term cashflow are invaluable, linked with appropriate advice on risk approach, mix of products... See more
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Review summary
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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
I have used Schroders Personal Wealth (SPW) and previously Lloyds Private Banking for many years. I have always been provided with sound financial advice during this time taking into account any chang... See more
Company replied
Referred via own bank so process felt safe. Great clear and knowledgeable advice from advisor. No pressures. A few discussions so correct advice could be offered. Variety of investments available but... See more
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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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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.
March 27, 2026
Unprompted review
Reply from 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
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.
March 5, 2026
Unprompted review
Reply from 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
The contribution made by My wealth…
The contribution made by My wealth advisor Rhydian Griffths.
March 27, 2026
Unprompted review
Reply from 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
I felt my interests and needs were…
I felt my interests and needs were taken into account and I completely trusted my advisor.
March 11, 2026
Unprompted review
Reply from 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
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
March 11, 2026
Unprompted review
Reply from 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
Reply from Lloyds Wealth
We're glad you felt assured and not pressured. Thank you for your positive feedback.
Schroders Personal Wealth
Trustworthy and supportive
Really friendly personal support and a clear awareness of my financial situation and commitments.
March 10, 2026
Unprompted review
Reply from 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
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
March 13, 2026
Unprompted review
Reply from 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
Professional, relevant and friendly.
The advice given was relevant, professional and delivered in a friendly way.
March 9, 2026
Unprompted review
Reply from 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
They give a realistic assessment of…
They give a realistic assessment of your prospects.My financial advisor is both helpful and honest explaining the potential gains and pitfalls than can occur.I feel my investment is in safe hands.
March 8, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our realistic assessment of your prospects and your advisor's honesty have given you confidence. Thank you for your positive feedback.
Schroders Personal Wealth
Reply from Lloyds Wealth
We appreciate you sharing that our team is reliable, professional, and experienced. Thank you for your positive feedback
Schroders Personal Wealth
Everything is clearly explained and…
Everything is clearly explained and understood
March 20, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that everything was clearly explained and understood! Thank you for your positive feedback.
Schroders Personal Wealth
Sound financial advice
I have used Schroders Personal Wealth (SPW) and previously Lloyds Private Banking for many years. I have always been provided with sound financial advice during this time taking into account any changes in my personal circumstances and attitude to risk. I like to have a face to face meeting at home with my personal wealth adviser at least once a year and I am always able to make contact by phone or email should I have any further questions that may arise during the year. My current adviser, Joshua, is helpful, friendly, knowledgeable, clear and approachable. I am very happy with the service provided by SPW.
March 4, 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate your long-standing relationship with us and value your feedback. We're happy to hear that you've consistently received sound financial advice, tailored to your personal circumstances. It's great to know that you find the face-to-face meetings and ongoing contact helpful, and that you are very happy with the service. Thank you for your positive feedback.
Schroders Personal Wealth
Reply from Lloyds Wealth
We're happy to hear that our advice was clear, reliable, friendly, and worthwhile. Thank you for your positive feedback.
Schroders Personal Wealth
I learned quite a bit about my finance…
I learned quite a bit about my finance situation.
March 18, 2026
Unprompted review
Reply from Lloyds Wealth
We're glad you found value in learning about your finances. Thank you for sharing your experience with us.
Schroders Personal Wealth
Financial investment
Good, sound financial advice.
Face to face or online consultations.
Funds managed well enabling profit.
Representatives knowledgeable, approachable and easily accessible.
March 3, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our financial advice helpful and our representatives knowledgeable and approachable. We appreciate you acknowledging our fund management and accessibility. Thank you for your positive feedback.
Schroders Personal Wealth
Good Value
My advisor at Schroders has an excellent understanding of my needs.
March 4, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser understands your needs well. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
I like being able to meet my adviser…
I like being able to meet my adviser and there always seems to be time to discuss things fully. I do not feel rushed. The advice has always been good and my investment has fared well.
March 3, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you feel your meetings are thorough and unhurried. It's great to know that you value the advice you've received. Thank you for your feedback.
Schroders Personal Wealth
The experience received is helpful and…
The experience received is helpful and professional.
March 2, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our service helpful and professional. Thank you for your positive feedback, we appreciate it.
Schroders Personal Wealth
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