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
Company replied
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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
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
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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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Very helpful and knowledgeable advice…
Very helpful and knowledgeable advice from someone who understands our situation in life,
27 March 2026
Unprompted review
Reply from Lloyds Wealth
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
23 March 2026
Unprompted review
Reply from Lloyds Wealth
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.
25 March 2026
Unprompted review
Reply from Lloyds Wealth
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.
24 March 2026
Unprompted review
Reply from Lloyds Wealth
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.
9 April 2026
Unprompted review
Reply from Lloyds Wealth
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
8 April 2026
Unprompted review
Reply from Lloyds Wealth
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.
8 April 2026
Unprompted review
Reply from Lloyds Wealth
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.
23 March 2026
Unprompted review
Reply from Lloyds Wealth
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
Reply from Lloyds Wealth
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.
23 March 2026
Unprompted review
Reply from 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
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 March 2026
Unprompted review
Reply from 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
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 March 2026
Unprompted review
Reply from 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
Schroeder’s review/feedback
Since joining Schroeder’s we have received excellent advice and our advisor John has always been very helpful.
19 March 2026
Unprompted review
Reply from 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
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 March 2026
Unprompted review
Reply from 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
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 March 2026
Unprompted review
Reply from 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
Excellent adviser
It keeps me informed and up to date. OUR dviser is very helpful and personable and understanding.
31 March 2026
Unprompted review
Reply from 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
Reply from Lloyds Wealth
We appreciate you taking the time to share your helpful and positive experience with us. Thank you.
Schroders Personal 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 .
31 March 2026
Unprompted review
Reply from 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
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 March 2026
Unprompted review
Reply from 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
Excellent Personal Service
I am very impressed with the personal service I always receive at online meetings..
13 March 2026
Unprompted review
Reply from 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
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