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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As a client for many years.
As a client for many years and now my daughter is also using the services we all find the personal approach excellent in terms of understanding our needs. Great advice has been given covering the wider areas of financial advice including planning for future needs in tax efficient way. Despite a recent change of advisors the high quality service has been maintained. The investments have grown in a very positive way over a period of 20 years.
December 16, 2025
Unprompted review
Reply from Lloyds Wealth
Thank you for your continued trust in us. We’re proud to support you on your financial journey and truly value your loyalty.
We are delighted to hear that you and your daughter value our personal approach and advice. It's great to know the service quality remained high despite adviser changes. Thank you again for your long-term trust.
Schroders Personal Wealth
Honesty about all products with in the…
Honesty about all products with in the company pricing and explaining how everything works
December 16, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you appreciate our transparent approach to pricing and product explanations. Thank you for your positive feedback.
Schroders Personal Wealth
The personal communication and easy…Transparent and factual.Customer forcused.
The personal communication and easy access to advice on a one to one level when requested.
December 15, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our personalised communication and readily available advice helpful. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Schroders Financial AdviceReferred via own bank so process felt…
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 all targeted to suit own personal needs and circumstances.
December 12, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you felt secure with our referral process and found our advice clear and helpful. It's great to know that our investment options met your personal needs well. Thank you for your positive feedback.
Schroders Personal Wealth
A good company giving good rewards
I have been with the company for a number of years and always happy with the professional service I have received to date
November 25, 2025
Unprompted review
Reply from Lloyds Wealth
It’s wonderful to hear that you’ve had a positive experience with us over time. Thank you for your trust and for being part of the SPW community. We appreciate you taking the time to share your positive experience.
Schroders Personal Wealth
Feeling in control of your own affairs with experts at hand.
In the present climate I need to feel confident my financial affairs are being looked after. I am made aware of how any world trading/taxes/interest rates government announcement can iimpact directly on my savings. There are regular on-line seminars where you can ask questions.
December 10, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you feel confident about your financial affairs being looked after. It’s always rewarding to hear that our support has made a meaningful difference. We’re proud to have earned your trust and remain committed to helping you achieve your goals with care, clarity, and confidence. Thank you for taking the time to give feedback.
Schroders Personal Wealth
Outstanding
Outstanding, professional service from Steven Osborne. Very happy with advice given and performance of investments. Would highly recommend.
December 10, 2025
Unprompted review
Reply from Lloyds Wealth
Thank you for your lovely review. It’s wonderful to hear that Steven Osborne made such a positive impression — I’ll be sure to pass on your kind words. Thank you for your recommendation.
Schroders Personal Wealth
Very professional and focussed
December 10, 2025
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
A really great experience from start to…
A really great experience from start to finish. Total feeling of confidentiality, expertise and clarity throughout. Would highly recommend.
November 28, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you had such a great experience. We appreciate your kind words regarding our expertise and commitment to confidentiality. Thank you for recommending us.
Schroders Personal Wealth
Friendly consultants who take time to listen
Friendly consultants who take time to listen to your needs and tailor a package to suit
November 21, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our consultants were friendly and attentive to your needs. Thank you for your positive feedback and for recognising our tailored approach.
Schroders Personal Wealth
Spw is very hard work ounce you have signed 3
Spent hours today trying to sign into spw app and my account. Wish I had never heard of spw it is so difficult
December 8, 2025
Unprompted review
Reply from Lloyds Wealth
Thank you for sharing your feedback. We're really sorry to hear how frustrating it's been trying to sign in to MYSPW - that's not the experience we want for you. We understand you've already spoken with our client support team, and they're working to make things easier for you. If there’s anything else we can do to help, please don’t hesitate to reach out directly at contact@spw.com. We’re here to make things simple and support you in the way that suits you best.
A very smooth process free from any…
A very smooth process free from any sales pressure. Thoroughly knowledgeable, patient advisor.
Assisted throughout with all aspects of finances, from review to investment decisions. Don't have any experience with which to compare it to, but think SPW would be up there with the best.
November 4, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found the process smooth and free from pressure. It's great to know the adviser was patient, knowledgeable, and helpful with your finances and investment decisions. We appreciate your positive feedback.
Schroders Personal Wealth
I'm so pleased we took their advice.
I know nothing about making investments. The help we received from Schroders was easy to understand & made perfect sense. Wish we'd gone to them years ago.
November 7, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our investment guidance was clear and helpful for you. It's great to know the information made sense, and we appreciate your positive feedback.
Schroders Personal Wealth
Investment and Pension advice
Friendly.professional communication and advice which is clear and easy to understand
November 20, 2025
Unprompted review
Reply from Lloyds Wealth
We appreciate you taking the time to share your feedback. We're happy to hear that our communication and advice were clear and professional for you.
Schroders Personal Wealth
Hard to fault customer experience
I was given all of the investment information, both on paper and verbally. I wasn't rushed, and asked many questions. Once advised, I made my own decisions based on the wealth of information that I had received.
I have been very happy with the results.
December 5, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you felt well-informed and empowered to make your own decisions. It's great to know you're pleased with the outcome. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Very satisfied clients…
We are very pleased with the knowledge and understanding shown by our Adviser Carla Greener and feel the expertise of Shroders is excellent.
November 19, 2025
Unprompted review
Reply from Lloyds Wealth
Glad to hear that you're pleased with the expertise provided. It's great to know that you value the knowledge and understanding shown to you. Thank you for your positive feedback.
Schroders Personal Wealth
Investments
Our advisors have been upfront and gave us different examples and choices to help us understand our options on investing our finances
November 19, 2025
Unprompted review
Reply from Lloyds Wealth
We're delighted to hear that our advisers were helpful in explaining your investment options. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Tailored to our Needs
The advisor understood our personal circumstances and was clear in his explanation of different financial products and how they might fit our circumstances.
November 19, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the adviser considered your situation and clearly explained the financial products. Thank you for your feedback.
Schroders Personal Wealth
Excellent service
Thomas made me feel at ease and cofident that he will look after me
December 3, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you felt comfortable and secure. Thank you for sharing your positive experience, we appreciate your feedback.
Schroders Personal Wealth
It has been my go-to investment location
It has been my go-to investment location for eight years and before that my parents used the same service albeit under a different provider's name. Very approachable people, clear layout of costs and a variety of ways to communicate including online face-to-face.
November 17, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you've had such a positive experience with us over the years. It's great to know that you find our team approachable and appreciate the clear cost layout and various communication methods. Thank you for your long-term trust.
Schroders Personal Wealth
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