Excellent service explained with my knowledge in mind, easy not complicated, friendly and thoughtful manner, Makala knows how much I know about this.She talks too you not at you she is excellent
Selvom vi ikke verificerer specifikke påstande, fordi anmeldernes meninger er deres egne, kan vi godt betegne anmeldelser som "Verificerede", når vi kan bekræfte, at der har fundet en forretningsinteraktion sted. Læs mere
Af hensyn til platformsintegriteten scannes alle anmeldelser på vores platform – verificerede eller ej – af vores automatiserede software døgnet rundt. Denne teknologi er designet til at identificere og fjerne indhold, der overtræder vores retningslinjer, herunder anmeldelser, som ikke er baseret på en reel oplevelse. Vi er klar over, at vi måske ikke fanger alle problemer, og du er velkommen til at gøre os opmærksom på det, hvis vi har overset noget. Læs mere
Se, hvad kunderne siger
It is very ‘early days’ with Lloyds Wealth but if the professionalism and care which has been taken at the set up and transfer stage carries on into the management and growth of our portfolios, then... Se mere
Virksomheden har svaret
Having just had my annual review I remain completely satisfied with the service I receive from all concerned. My investments continue to grow and I get up to date advice in line with my circumstances.... Se mere
Virksomheden har svaret
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 as... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Skrevet af virksomheden
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.
Kontaktoplysninger
25 Gresham Street, London, EC2V 7HN, London, Storbritannien
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,9
Fremragende
2 t anmeldelser
Hos Trustpilot er indhold fra rigtige mennesker i fokus. Denne virksomhed kan dog også anvende vores AI-svarværktøj, som hjælper dem med at skrive svar.
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
I learned quite a bit about my finance…
I learned quite a bit about my finance situation.
18. marts 2026
Uopfordret anmeldelse
Besvarelse fra 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.
3. marts 2026
Uopfordret anmeldelse
Besvarelse fra 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.
4. marts 2026
Uopfordret anmeldelse
Besvarelse fra 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.
3. marts 2026
Uopfordret anmeldelse
Besvarelse fra 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.
2. marts 2026
Uopfordret anmeldelse
Besvarelse fra 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
Excellent customer service
I have experienced clear understable guidence from the two advisors that I have had the opportunity of deaing with. My experience and guidence has been very positive to date.
3. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that the guidance you've received from your adviser has been clear and understandable. We appreciate you sharing that your experience has been positive so far.
Schroders Personal Wealth
Clear advice
2. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
Thank you for your review. We're so pleased to hear you've had a positive experience with us.
Schroders Personal Wealth
At the moment this service works for me.
I am very pleased with the service Schroders Personal Wealth are giving me,I feel confident that the advice and information is working in my favour.
17. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that you're pleased with our service. It's great to know you feel confident that our advice and information are working for you. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders personal wealth
Schroders personal wealth is an easy company to deal with. They give you honest advice & take time to deal with any worries you may have. Adan dudley is my advisor & im impressed with how knowledgeable & patient he is.
2. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that you find our company easy to deal with. It's great to know you feel you receive honest advice, and your adviser addresses your worries patiently and with expertise. We appreciate your feedback.
Schroders Personal Wealth
The efficiency with which the meeting…
The efficiency with which the meeting was conducted.
24. februar 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're glad the meeting was efficient. Thank you for sharing your positive experience with us, we appreciate your feedback.
Schroders Personal Wealth
My financial advisor is always helpful
My financial advisor is always helpful, knowledgeable and tries to advise me in the best way possible
16. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that your financial adviser is helpful and knowledgeable. We appreciate you sharing your positive experience with us.
Schroders Personal Wealth
Assistance in making the right decision…
Assistance in making the right decision regarding our investments in the schroder package.
10. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We appreciate your feedback. We're glad you found our assistance helpful in making investment decisions.
Schroders Personal Wealth
Responsible and human financial advice
Good quality service delivered with clarity and - notable for financial services - humanity by experienced advisers.
12. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We are glad to hear that you received good quality service from our experienced advisers. We appreciate your highlighting their clarity and humanity. Thanks for your feedback.
Schroders Personal Wealth
Schroders Personal Wealth
The company provides clear and practical advice on investing in a shares ISA, and send informative emails on a regular basis that keep me up to date with current market trends
12. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that you find our shares ISA advice clear and practical. It's great to know our informative emails keep you updated on market trends. Thank you for your positive feedback.
Schroders Personal Wealth
Excellent honest advice
Excellent honest advice, and time taken to explain.
24. februar 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We are glad to hear that our advice was helpful, and we appreciate you taking the time to share your positive experience with us.
Schroders Personal Wealth
Besvarelse fra Lloyds Wealth
We're happy to hear that our advice was clear and our explanations of wealth goals were helpful to you. Thank you for your feedback.
Schroders Personal Wealth
Very clear what you are investing in.
Very clear what you are investing in.
No forcing you to invest
All at your pace
10. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We appreciate you taking the time to share your thoughts. We're happy to hear that you found our investment approach clear and flexible to your needs.
Schroders Personal Wealth
Our adviser works hard
Our adviser works hard to understand our family and our relationship with money
24. februar 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that your adviser understands your family and your relationship with money. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Sound Investment Company
I have invested with Schroders Personal Wealth for just over three years and cannot believe the return on my investment . I wasn’t sure which company to put my investment into and had three in mind however I am so please I chose Schroders . Tom Richardson my personal advisor has been brilliant advising me on the amount I needed to invest leaving plenty for me to have in other personal accounts to cover anything which I might need it for in the future. Other advisors were committing me to higher investment amounts and in hindsight that would have left me short to pay tax bills and fund a nice lifestyle , I cannot be more relieved or happy that I chose Schroders and have been happy to recommend them to my friends and family .
10. marts 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear about your positive investment experience over the past three years. It's great to know your advisers guidance aligned well with your financial needs and goals. We appreciate you recommending us to your friends and family.
Schroders Personal Wealth
My family has used the services of…
My family has used the services of Lloyds Private Banking and subsequently Schroder’s Personal Wealth for many years. The advice has proved beneficial and now that I am on my own and in retirement it is good to know that my financial affairs are being well managed. It is reassuring to know that I can contact them by phone and speak to a live person immediately if necessary and also receive a visit to my home once a year by a helpful and friendly personal advisor.
23. februar 2026
Uopfordret anmeldelse
Besvarelse fra Lloyds Wealth
We're happy to hear that our advice has been beneficial for you and your family over the years. It's great to know that you feel secure in your retirement, with your financial affairs being well managed. We appreciate your feedback regarding our phone accessibility and home visits.
Schroders Personal Wealth
Dette er Trustpilot
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