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
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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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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
Reply from 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 March 2026
Unprompted review
Reply from 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 February 2026
Unprompted review
Reply from 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 March 2026
Unprompted review
Reply from 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 February 2026
Unprompted review
Reply from 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
Update visit
I found the survey easy to follow, and the questions asked were very to the point and covered my experience following my visit to the branch.
I also find that the staff will answer any points I might raise based on current world events.
10 March 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our survey was easy to follow and relevant to your branch visit experience. We appreciate that you find our staff helpful and informative regarding current events. Thanks for your positive feedback.
Schroders Personal Wealth
I would absolutely recommend SPW
I would absolutely recommend SPW
After being recently widowed I was thrown into uncertain waters.
My personal advisor Chris was brilliant, he spent a lot of time getting to know me and understanding my priorities.
He gave me the confidence to invest and secure my finances for the future .
Chris was extremely knowledgeable, helpful and patient ,making sure I understood and was happy to proceed at each and every point.
I trust my money is in safe hands and best of all I can now afford to retire.
Many thanks
Cindy
14 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you had such a positive experience. It's wonderful to know your adviser provided the knowledge and support you needed during a challenging time, giving you confidence in your financial future and retirement. Thank you for recommending us.
Schroders Personal Wealth
Highly recommended
Personal advisor who has been there for a while so no need to get to know or trust a new person each time. Our advisor Adam Cox is clearly knowledgeable and clear in discussions as well as being open and approachable. Would highly recommend SPW
9 March 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you value the consistency of having a long-term adviser. It's great to know that you find your adviser knowledgeable, clear, open, and approachable. Thank you for recommending us.
Schroders Personal Wealth
Reply from Lloyds Wealth
We're happy to hear that our review was easy to follow. We appreciate your feedback and time.
Schroders Personal Wealth
Our Personal Wealth Advisor is very…
Our Personal Wealth Advisor is very helpful and easy to understand any financial advice given.19
19 February 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate you sharing your feedback. We're happy to hear that your adviser is helpful and makes financial advice easy to understand. Thank you for your review.
Schroders Personal Wealth
Confidence in the advice given.
20 February 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
Joshua is very kind and patient.
Joshua is very kind and patient.
It really helps to have the consultation at home.
6 March 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the consultation at home was helpful, and we appreciate your kind words about the team member's patience. Thanks for your feedback.
Schroders Personal Wealth
Exemplary Advice, Service and Performance…
Very happy with Service and Performance from Schroder, and especially the exemplary assigned Advisor: DANIELLE GRIFFITHS!
I am very grateful for her extensive knowledge and clear explanations with advice very well curated and tailored to match both my own personal circumstances, and plans!!
5 March 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you're very satisfied with our service and performance. We truly appreciate your positive feedback regarding the adviser's knowledge, clear explanations, and tailored advice to match your personal circumstances and plans. Thank you.
Schroders Personal Wealth
Financial advise
My adviser helped me immensely to invest my money in the best way.
5 March 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser helped you through your financial journey. Thank you for sharing your positive experience with us!
Schroders Personal Wealth
The best financial advice service I have received
The financial adviser who visited me was exceptional. He was unhurried, understood my investment needs, and explained my options clearly. The service I received was faultless.
9 February 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser understood your investment needs and clearly explained your options. We appreciate you taking the time to share your positive experience.
Schroders Personal Wealth
Good advice.…
Good advice and products that are relevant to us and an excellent wealth consultant
3 March 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our advice and products relevant and that you value your consultant's expertise. Thank you for your positive feedback.
Schroders Personal Wealth
Great advice and trustworthy
We always get great advice from Caroline Cooke at Schroders. She listens to our concerns and always gives us advice that is relevant to us. They are a trustworthy company and I feel that our investments are in good hands.
17 February 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you feel well-advised and that your investments are in good hands. It's great to know that the advice you've received has been relevant to your specific needs. Thank you for your trust and for sharing your positive experience.
Schroders Personal Wealth
My advisor listened to my situation
My advisor listened to my situation, took on board what my aim is and tailored the advice to my personal circumstances. Excellent service provided and I feel valued and trust the information I have been given
17 February 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser understood your situation and provided tailored advice to meet your goals. We value your trust and appreciate your feedback on the excellent service you received.
Schroders Personal Wealth
Friendly professional advisors
16 February 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
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