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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It was useful to speak with Stuart…
It was useful to speak with Stuart again. Portfolio results were remarkably good; especially in such uncertain world chaos. Thanks
January 28, 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 the conversation useful and are pleased with the portfolio results during this time.
Schroders Personal Wealth
The personal touch
One to one consultation via teams makes complicated financial readjustments feel less daunting.
February 2, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our consultations made your financial readjustments feel more manageable. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Great advice
Great advice, it's like having a chat with a friend down the pub. Not pushy and always prepared to explain any detail necessary.
January 30, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our advice helpful and approachable. It's great to know we could clearly explain everything you needed. Thanks for your feedback.
Schroders Personal Wealth
Having an adviser we feel at ease with…
Having an adviser we feel at ease with and who will answer any questions no matter how trivial . On this occasion and as usual an easy meeting with any obvious advantages pointed out to us & informative in explanations.
January 30, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you feel at ease with your adviser and find the meetings helpful. We appreciate you taking the time to share your positive experience and value your feedback.
Schroders Personal Wealth
Good professional company
Really happy I went with SPW. Great information given before deciding to go ahead and ongoing support subsequently.
February 12, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you had a positive experience with the information provided and our ongoing support. Thank you for sharing your feedback.
Schroders Personal Wealth
SPW are a company that you can trust completely.
SPW has provided excellent support and information to me in a very difficult time of loosing my wife last October. The personal contact with my financial adviser has been invaluable in facing the formal submission for Probate which has been rapidly resolved by my solicitor. I look forward to a continuing happy relationship with SPW in the future.
February 11, 2026
Unprompted review
Reply from Lloyds Wealth
We are deeply sorry for your loss. It's good to know our support and information were helpful during this challenging time. We value our relationship with you and are glad the probate process was resolved quickly. We appreciate your kind words.
Schroders Personal Wealth
Excellent advice delivered in a way…
Excellent advice delivered in a way that's easy to digest.
February 12, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our advice was helpful and easy to understand. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Reply from Lloyds Wealth
We're happy to hear about your investment growth. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Schroders Personal Wealth
Over several years our main contact with SPW has been with our financial adviser and her team and we are extremely content with the first class service we receive.
In determining our investment portfolio structure, SPW took time (and patience), to analyse our immediate and long-term needs etc and following discussions, we have an investments plan in place which is well-matched to our requirements.
What is very impressive is that when we have any on-line reviews with our adviser she is always well 'clued -up' and all matters are handled in a professional and confident manner.
WELL DONE...
As an aside, I am aware that Lloyds & SPW are joining forces.
I wish them much success and continue with the level of support provided to their clients.
January 28, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you're extremely content with the first-class service from your financial adviser and team. It's great to know the investment plan is well-matched to your requirements and that you feel supported. We appreciate your kind words and wish us success with the Lloyds partnership.
Schroders Personal Wealth
Personal Saver
Have been with Schroders coming up too three years, Growth has been very satisfactory, As well as ongoing advice, there are webinars were senior management give view on how markets are performing and what view they take from Budget statements by chancellor.
February 10, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your growth has been positive and that you value our advice and market insights from our webinars. We appreciate your positive feedback and thank you for being a client.
Schroders Personal Wealth
So far my experience with SPW has been…
So far my experience with SPW has been good my advisor has been helpful and understanding.The advice has been good and reassuring.
February 10, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your experience has been positive. It's great to know your adviser has been helpful and understanding, and the advice reassuring. Thank you for your feedback.
Schroders Personal Wealth
Reply from Lloyds Wealth
We're happy to hear that our services met your expectations. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders give a very good service as…
Schroders give a very good service as regards the finances of several members of my family. We benefit from having the same Schroders financial adviser for some ten years now or more.
January 26, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you've consistently received very good financial service from us. It's great to know that you value the long-term relationship with your financial adviser.
Schroders Personal Wealth
As a client of nearly 20 years I have…
As a client of nearly 20 years I have found I can rely on their advice to be professional and trustworthy with never any sales pitch.
February 5, 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate your long-standing trust in our professional advice. It's wonderful to hear that you've consistently found our guidance reliable and free of sales pressure over the past 20 years.
Schroders Personal Wealth
Recently retired couple from Bolton
My husband and I have both retired early and the advice given by Schroders Personal Wealth has been extremely helpful. We feel we are making informed choices with our savings for the future.
January 22, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that the advice has been extremely helpful for you both in retirement. It's great to know that you feel empowered to make informed choices about your savings for the future. Thank you for the positive feedback.
Schroders Personal Wealth
Joshua explained everything very…
Joshua explained everything very clearly to me. I don't want to go in to detail about my investments. I don't understand them. I put my trust in my financial adviser to do the best for my money.
January 19, 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate you taking the time to share your feedback. It's great to hear that everything was clearly explained and that you trust your financial adviser. We value your confidence in us.
Schroders Personal Wealth
Great customer experience
Matthew took the time to fully understand my needs and consistently went above and beyond to ensure the advice and recommendations were aligned with my goals. His approach was thorough, diligent, and genuinely enthusiastic. He navigated third‑party challenges with calm pragmatism and kept the process moving smoothly. I felt fully supported throughout and confident in the quality of the guidance I received.
Matt is a credit to Schroders. Id highly recommend their services.
February 4, 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate your positive feedback and are so glad the advice you received aligned with your goals. We are happy to hear that you felt supported and confident in the guidance provided. Thank you for recommending our services.
Schroders Personal Wealth
No pressure with SPW
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 weight of responsibility is now theirs, not mine and, judging by early returns, I made the right investment decisions.
January 19, 2026
Unprompted review
Reply from Lloyds Wealth
We appreciate you sharing your experience. We're happy to hear your adviser clearly presented options without pressure, easing your initial concerns. It's great to know you feel the weight of responsibility has shifted and that early returns are positive. Thank you for your positive feedback.
Schroders Personal Wealth
Schroders experience
Our experience with Schroders is always very good and our advisor Jarrod is excellent. Our reviews are always positive and interesting.
January 19, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your experiences with us are always very good. We appreciate your positive feedback.
Schroders Personal Wealth
Personal contact with adviser
Personal contact with adviser and being able to trust her/him
February 3, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you value the personal connection with your adviser and the trust you have in them. Thank you for your feedback.
Schroders Personal Wealth
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