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
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
4.8
Excellent
2K reviews
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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
20 March 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.
4 March 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.
18 March 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.
3 March 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.
4 March 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.
3 March 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.
2 March 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
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 March 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 February 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 February 2026
Unprompted review
Reply from 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
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