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.... Se mer
Även om vi inte verifierar specifika påståenden eftersom omdömeslämnarnas åsikter är deras egna, kan vi märka omdömen med en ”verifierat”‑etikett ifall vi kan bekräfta att en företagsinteraktion har ägt rum. Läs mer
För att skydda plattformens integritet granskas både verifierade och overifierade omdömen av vår automatiserade programvara som är tillgänglig dygnet runt. Tekniken är utformad för att identifiera och ta bort innehåll som bryter mot våra riktlinjer, inklusive omdömen som inte är baserade på en äkta upplevelse. Vi är medvetna om att vi inte kan lägga märke till allt. Det går att flagga sådant som du tror att vi kan ha missat. Läs mer
Det här tycker kunderna
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... Se mer
Företaget har svarat
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.
Företagsinformation
Skrivet av företaget
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.
Kontaktuppgifter
25 Gresham Street, London, EC2V 7HN, London, Storbritannien
- 0808 109 2071
- contact@lloydswealth.com
- lloydswealth.com
4,9
Utmärkt
2 tn omdömen
Ingen inbjudningshistorik registrerad
Det här företaget har inte bjudit in sina kunder. Omdömen kanske inte är representativa
Innehåll från riktiga människor är i fokus på Trustpilot. Det här företaget kan dock även använda vårt AI-verktyg för att skriva sina svar.
Så använder företaget Trustpilot
Se hur deras omdömen och betyg hämtas, betygsätts och modereras.
Lloyds wealth are professional and…
Lloyds wealth are professional and friendly
13 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We are glad you enjoyed your experience with us. Thank you for your feedback!
Easy to discuss with an advisor
Easy to discuss with an advisor, time keeping is exact and always available on the telephone if needed with help and /or advise. Advisors who overtime begin to know you as an individual and your specific requirements and react accordingly to these needs.
26 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We are so glad to hear you appreciate our advisers' personalised approach and availability. Thank you for your wonderful feedback!
Seek expert professional advice
Seeking expert professional advice with Financial Planners is as important as health check ups with the Doctor or Dentist!
22 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
Thank you for your review. We're so glad you recognise the importance of financial planning. We're proud to support you on your financial journey.
Great support having a single person as…
Great support having a single person as a contact is unbelievable I have a name and a face.
22 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so glad to hear you feel supported. We value your positive feedback!
Straight forward and understandable advice
Very knowledgeable, and always friendly. My advisor always talks in terms I can easily understand. Any emails are always speedily answered
21 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so glad to hear you appreciate your adviser's knowledge and friendly approach. Thank you for your kind words!
Great advice. Recommended
Yearly reviews always helpful and advisers always talk through any anxieties or issues about investment.
21 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so glad your annual reviews with your adviser helps to ease your investment anxieties. Demystifying investment is a big part of what we do, and it's great to know that your adviser's clarity and support have made a difference.
Can highly recommend
We have been with Lloyds Wealth for about 12 yrs and never had anything but exceptional service, my husband passed away 2 yrs ago and Adam Cox our advisor has been clear, his communication was prompt, and he made every step feel effortless.
I feel genuinely confident about my financial future thanks to his expertise.
27 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We are so grateful for your kind words and continued trust over the past 12 years. We are truly touched to hear about the exceptional support you received during such a difficult time. We are glad we could provide clarity and support you on your financial journey.
service and advice
19 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
Thank you for your positive feedback.
A very professional service
A very professional service, I felt I was really listened to and everything was explained very clearly. I would have no hesitation in recommending their services.
20 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so glad to hear you had a positive experience and felt well-informed. Your recommendation means a lot to us!
Good experience
Good, clear advice. Fees well explained as were investment risks
21 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're glad our advice and fee explanations were helpful. Thank you for your feedback!
The service provided is helpful, informative, but not obtrusive.
Our advisor is especially helpful and very friendly.
26 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We are so glad your adviser was helpful and friendly. We appreciate your kind words.
Great advice from my financial adviser Trust Fund Management .
Great advice from my financial adviser- navigating through all the complexities of family finances.Reassuring advice,especially on implementing Trust Funds,and the minefield of various options available to an investor like me. I have very limited experience of these matters,so all the advice I received,was invaluable .
19 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We are so pleased to hear your financial adviser provided such invaluable and reassuring advice. Thank you for your review, we appreciate your kind words.
Recent financial and regulatory turbulence makes advice more important than ever
Over recent years I have become more satisfied with the service provided by Lloyds Wealth to private clients, especially after the input from Schroders Wealth became a key feature. This expanded advice capabilities and included forms of both savings and pension fund issues. Advice on the latter has become even more essential given turbulent changes in government regulation.
23 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
Thank you for your review. At Lloyds Wealth, we're passionate about making financial planning accessible and understandable, and we're delighted to hear of your satisfaction with our services.
Can’t beat having a real person to discuss matters
Having someone to talk to and face to face is important. I am much more confident and knowledgeable through the engagement and has learned more than I anticipated. Advice matches my needs and minimises the risk I’m prepared to take. Overall good, reliable service.
19 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We are so pleased to hear that our engagement has helped you feel more confident and knowledgeable. It's wonderful to know our advice is meeting your needs. Thank you for your kind words about our reliable service.
Absolutely consistent first class service
Absolutely consistent first class service, over many years. A truly comprehensive professional approach.
22 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so glad to hear you consistently receive first-class service from us. Thank you for your wonderful feedback!
There was one question where I had to…
There was one question where I had to give my opinion about an issue that said I could skip if I hadn't had an issue. I hit the arrow and went back to the start of the section. Eventually I realised I had to just move on to the next section.
11 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
Thanks for sharing this - we really appreciate you taking the time. It’s helpful to hear where the survey journey wasn’t as clear, and we’ll take this on board as we continue to improve the experience.
Ornelia has been a wealth of…
Ornelia has been a wealth of information in helping me decide on what decisions to make on my finances..
4 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so pleased to hear that your adviser has provided such valuable assistance with your financial decisions. We appreciate your kind words.
Excellent personal service in providing…
Excellent personal service in providing financial advice and a very good track record in achieving returns on my investments
14 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're delighted to hear you've had an excellent experience with our financial advice. Thank you for your kind review.
Lloyds Wealth is an Excellent organisation to look after your investments
The advisor Josh Roberts was amazing. He was knowledgeable and took his time explaining how our funds were invested, the projections in the short, medium and longer terms. The whole experience was absolutely worthwhile.
12 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
We're so glad to hear about your positive experience with your adviser. We appreciate you sharing how helpful and knowledgeable they were in explaining your investments and projections. Thank you for your kind words.
Excellent Service
Very pleased with the service I receive.
Everything is clear and easy to understand and any required information is just a phone call away .
14 maj 2026
Omdöme utan inbjudan
Svar från Lloyds Wealth
Thank you for your review. We are so pleased to hear you are happy with our service and find everything clear and easy to understand.
Detta är Trustpilot
Vem som helst får skriva ett omdöme på Trustpilot. Den som skriver ett omdöme äger sitt omdöme och detta innebär att personen i fråga kan redigera eller ta bort sitt omdöme när som helst. Omdömen finns kvar på Trustpilot sålänge omdömeslämnarens konto är aktivt.
Företag kan be sina kunder om omdömen via automatiska inbjudningar. Dessa omdömen markeras som verifierade för att visa att det handlar om verifierade upplevelser.
Läs mer om andra typer av omdömen.
Vi skyddar vår plattform med hjälp av dedikerade medarbetare och smart teknologi. Läs mer om hur vi bekämpar falska omdömen.
Läs mer om omdömesprocessen på Trustpilot.
Här är 8 tips på hur man kan skriva omdömen på bästa sätt.
Verifieringen hjälper till att säkerställa att det är riktiga människor som skriver omdömena som du läser på Trustpilot.
Att erbjuda belöningar för omdömen eller att bara be en viss grupp personer att skriva ett omdöme kan påverka företagets TrustScore. Detta strider mot våra riktlinjer.