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
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
4.8
Excellent
2K reviews
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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
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 March 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.
5 March 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.
27 March 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.
11 March 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
11 March 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.
10 March 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
13 March 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.
9 March 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.
8 March 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
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