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
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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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Easily accessible advice and excellent…
Easily accessible advice and excellent service.
3 February 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our advice accessible and service excellent. Thank you for your positive feedback.
Schroders Personal Wealth
Rhydian at Schroders
Rhydian, Our financial advisor at Schroders, has looked after us for a number of years, helping us to both save money in tax, and invest wisely at a level we are comfortable with, and I would not hesitate to recommend Schroders to others
19 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you've had such a positive experience. It's great to know that your adviser has helped and the adviser's expertise and clear communication have consistently met your needs over the years. Thank you for recommending our services to others.
Schroders Personal Wealth
Sound financial advice
Good, sound financial advice and online service.
2 February 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our financial advice and online service helpful. Thank you for your positive feedback.
Schroders Personal Wealth
The SPW representative took the time…
The SPW representative took the time and had the patience to move us through the process at our pace.
29 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our representative was patient and accommodating as we guided you through the process at a comfortable pace for you. Thank you for the positive feedback.
Schroders Personal Wealth
The communications and discussions with…
The communications and discussions with the advisor were considered and tailored to my specific requirements. The graphics supporting his conclusions were clear and showed what was needed to achieve my financial objectives.
29 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the advice was tailored to your needs. It's great to know that the visuals helped clarify the path toward your financial goals. Thank you for your feedback.
Schroders Personal Wealth
Excellent experience.
The help and support I have received as someone with little knowledge or experience of investing has been exceptional nothing is too much trouble and because of that I feel much more confident and don’t worry so much about risk . I wouldn’t hesitate to recommend SPW .
15 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our support has helped you gain confidence in investing. It's great to know our team could make a difference by providing comprehensive assistance. Thank you for recommending us.
Schroders Personal Wealth
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
Face to face with the advisor makes it…
Face to face with the advisor makes it a human experience in this increasingly digital world.
13 January 2026
Unprompted review
Reply from Lloyds Wealth
We're glad you enjoyed the human connection in our service. It means a lot to us that you value this aspect in today's digital landscape. Thanks for your feedback.
Schroders Personal Wealth
A very satisfying meeting
Positive meeting with my personal advisor who could answer my questions and give sound advice.
14 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your meeting with your adviser was helpful, and that they were able to provide you with sound advice and answer your questions. Thanks for your feedback.
Schroders Personal Wealth
Excellent advice
As always I received excellent advice fro my financial adviser at SPW. Advice that is tailored to my specific needs and I have benefitted particularly well over the last ten years.
13 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the advice provided has been beneficial and tailored to your needs. Thank you for sharing your positive experience over the last ten years.
Schroders Personal Wealth
Good service and support
Great advisor, explained the pros and cons of the investment. Although I’ve only been with them a year and initially my Investment lost money (thanks Mr Trump and your tariffs), it gained them all back plus much more. I was already aware of the possibility of this being as the investments are linked with the stock markets. However they keep in touch with you and are happy to answer any questions you may have. At my yearly review it was clear that my initial reason for using SPW was still in track to perform for me as I needed it to.
13 January 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate your feedback and are happy to hear that your investments are performing as expected. We're glad your adviser explained the investment's pros and cons and addressed your questions. Thank you for the positive feedback.
Schroders Personal Wealth
Reply from Lloyds Wealth
We appreciate you sharing your thoughts with us, and we value your feedback on face-to-face meetings.
Schroders Personal Wealth
Personal and personalised advice
Personal and personalised advice from a tactful adviser who listens carefully to what's going on in my life. She also follows up promptly any queries she can't answer in the meeting.
12 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you appreciate the personalised advice and attentive listening provided. It's great to know that our follow-up process meets your needs. Thank you for your positive feedback.
Schroders Personal Wealth
Would recommend
Would recommend. Good advice, generous support throughout the process.
11 December 2025
Unprompted review
Reply from Lloyds Wealth
We appreciate your recommendation and are so glad to hear about your positive experience and the support we provided throughout the process.
Schroders Personal Wealth
The financial advisers are friendly
The financial advisers are friendly, ready to help with any difficulties & make sure I thoroughly understand my financial situation.
12 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our financial advisors are friendly and helpful. It's great to know that they ensure you thoroughly understand your financial situation. Thanks for your feedback.
Schroders Personal Wealth
Personal Approach
My advisor really understands my personal circumstances and has got to know me!
8 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser understands your situation. Thank you for your positive feedback.
Schroders Personal Wealth
Great long term financial planning…
Great long term financial planning advice
9 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our long-term financial planning advice was helpful. Thank you for your positive feedback.
Schroders Personal Wealth
Our SPW advisor understands our circumstances and gives appropriate advice.
We had a great annual review with our advisor who understood our situation very well. We have been with this advisor for many years now and he is easy to talk to, explains the current economic climate well and listens to our needs before giving good advice on what to do with savings/pensions etc.
8 January 2026
Unprompted review
Reply from Lloyds Wealth
It's great to know your adviser's expertise and clear communication have consistently met your needs over the years. We appreciate you sharing your positive experience.
Schroders Personal Wealth
Not pushing to get the sale
Advice given for our particular circumstances, not pushing to get the sale.
9 January 2026
Unprompted review
Reply from Lloyds Wealth
We're glad you found our advice helpful and appreciated our focus on your needs. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Great service with excellent advise
Great service with excellent advise. No pressure and understood our needs. Highly recommended
23 January 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our service great and our advice excellent. It's wonderful that we understood your needs. Thank you for the recommendation.
Schroders Personal Wealth
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