I have been with Lloyds Wealth for some years and am very happy with their performance. The relationship that has built up between myself and my financial advisor is one that I trust and value highly.... Leggi di più

Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più
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Scopri cosa dicono le persone
My financial advisor at Lloyds Wealth is always professional, friendly and well-informed. I know that my investments will always be looked after well and will grow to meet my financial needs.
I have been investing with Lloyds for around 8 years now as did my father during his latter years. I feel I can trust them to help me protect and grow my wealth so that if I need it in my lifetime... Leggi di più
L'azienda ha risposto
As a new client, I have so far found Lloyds to be most helpful with their advice and future planning of my needs. I now trust them to work positively on my behalf and for my benefit.
Dettagli dell'azienda
Scritti dall'azienda
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.
Informazioni di contatto
25 Gresham Street, London, EC2V 7HN, London, Regno Unito
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
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Financial Support
I received the most amazing personalised financial support from Matt my advisor at Lloyds Wealth. He listened to my wishes and gave me the information I needed to make choices for the future. He then gave me a detailed personalised financial plan. He is very skilled and knowledgeable on financial matters and would not hesitate to recommend Matt and Lloyd’s Wealth to friends and family.

Risposta di Lloyds Wealth
Experienced and friendly financial…
Experienced and friendly financial advisor. Takes the stress out of my financial planning.
Good results. My money has grown

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Excellent service with knowledgeable…
Excellent service with knowledgeable advisors who breakdown information to match understanding

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James our advisor explained things so…
James our advisor explained things so well and has worked so well on our behalf. He is knowledgable and thoroughly professional.

Risposta di Lloyds Wealth
Advisor was excellent good knowledge of…
Advisor was excellent good knowledge of the current market. Approachable very professional no hard sell explained everything and answered all questions thoroughly.

Risposta di Lloyds Wealth
Most helpful and understanding of our…
Most helpful and understanding of our requirements

Risposta di Lloyds Wealth
I have great faith and trust in Lloyds…
I have great faith and trust in Lloyds Wealth to deliver a fair and honest service in my investments.

Risposta di Lloyds Wealth
Good advisors
Good advisors, well backed up by a very professional and expert company.

Risposta di Lloyds Wealth
Excellent service explained with my…
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

Risposta di Lloyds Wealth
The advice and support I get is very…
The advice and support I get is very helpful, the handling of my portfolio I am very happy with

Risposta di Lloyds Wealth
We really value the friendly face-to…
We really value the friendly face-to face meetings with personalised and relevant advice

Risposta di Lloyds Wealth
Personal & Professional Guidance
They provide personalised professional advice tailored to my financial goals and needs in life with a friendly dedicated advisor who cares and takes time to understand my particular circumstances and requirements

Risposta di Lloyds Wealth
Having just had my annual review I…
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. I can always contact the team easily whenever I need to.

Risposta di Lloyds Wealth

Risposta di Lloyds Wealth
Trusted valuable advice
Professional advice, established company, trusted advisor

Risposta di Lloyds Wealth
Valuable expert advice with a sincere approach
I like to have the confidence in knowing that my investments are being managed professionally with a safe and secure investment company.
Valuable expert advice available with a sincere approach Also fantastic to be able to discuss things with my advisor in a relaxed way and receive advice that I can understand and any queries I have are clearly addressed. I have already recommended their services and advice to friends and they were very pleased with the advice that they received and I will continue to make recommendations in the future.

Risposta di Lloyds Wealth
Invaluable advice
Their personal help and advice has been totally great the eight years I have used their services.

Risposta di Lloyds Wealth

Risposta di Lloyds Wealth
Very good advice and good products
Very good advice and good products

Risposta di Lloyds Wealth
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