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
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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
Company replied
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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Great advisor
Great advisor, ensures product relates to need, gives in depth explanation and check understanding.
Excellent communication throughout process.
December 19, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that your adviser ensured the product fit your needs and that you received excellent communication. We appreciate you sharing your positive experience.
Schroders Personal Wealth
Good clear advice on planning for the…
Good clear advice on planning for the future and how best to use product range. No jargon, very understandable and really feel as though we are in safe hands
December 18, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our advice was clear and helpful for your future planning. It's great to know you feel secure with our product range and approach. Thanks for your feedback.
Schroders Personal Wealth
Good communication & advice
Good communication with our Adviser who gives honest, solid advice with recommendations which has been a refreshing change to our last Pension Company, which we switched from a year ago. Best move we ever made.
January 3, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you're pleased with the clear communication and honest advice received. It's great to know our recommendations have made such a positive impact. Thank you for sharing.
Schroders Personal Wealth
Dishonest Company
I paid for services that were not provided. I feel very disappointed with their approach and communication. I wish I had never taken Lloyd's Bank's advice to join them.
June 30, 2025
Unprompted review
Reply from Lloyds Wealth
Thank you for raising this with us. We’re sorry to hear your experience with us has been disappointing. We want to discuss this further with you. Please contact complaints@spw.com with your details so we can investigate this immediately and come to a clear resolution.
Satisfied Customers
Entirely pleased with the service that Schroders provides and have complete confidence in the ability to manage our finances and investments.
January 2, 2026
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you're pleased with our service. It means a lot to us that you have complete confidence in our ability to manage your finances and investments. Thanks for your feedback.
Schroders Personal Wealth
Clarity and transparency
December 16, 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
Why I would recommend SPW
Personal, trustworthy advice and information
December 16, 2025
Unprompted review
Reply from Lloyds Wealth
We're glad you found our advice and information trustworthy and personal. Thanks for your positive feedback.
Schroders Personal Wealth
Knowledge Expertise and a professional…
Knowledge Expertise and a professional service.
Great Communication and Advice Always.
December 30, 2025
Unprompted review
Reply from Lloyds Wealth
We appreciate you taking the time to share your positive experience. We're happy to hear that you value our expertise, professionalism, communication, and advice.
Schroders Personal Wealth
Very professional
We have been clients of Schroders for several years and during this time we have found them to be professional, efficient and extremely friendly but most importantly they have grown our saving considerably, without taking huge risks.
December 30, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you've found our services professional, efficient, and friendly over the years. Thank you for your continued trust in us. We’re proud to support you on your financial journey and truly value your loyalty. Thank you for your positive feedback.
Schroders Personal Wealth
Excellent professional advice to suit…
Excellent professional advice to suit your requirements.
November 19, 2025
Unprompted review
Reply from Lloyds Wealth
We appreciate you taking the time to share your positive experience with us. We're happy to hear our advice suited your needs well.
Schroders Personal Wealth
Personal Service from trusted source
Part of Lloyds Group, but major difference for using SPW was the advice and support provided. Brett was interested in what I wanted to achieve and I didn't feel pigeon holed into a predetermined package.
December 23, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you felt supported with tailored advice. It's great to know the focus on your goals was valuable. Thank you for your positive feedback.
Schroders Personal Wealth
EXCELLENT HONEST ADVISE…
I HAVE BEEN GIVEN HONEST TRUSTWORTHY ADVICE FROM A EXPERIENCED FINANCIAL ADVISOR
December 12, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you received trustworthy advice from an experienced adviser. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
Your wealth adviser is always there…
Your wealth adviser is always there when you need them, they know what they are doing when it comes to money ,i have had no problems whatsoever
December 8, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our wealth adviser has met your needs and that you've had a positive experience. Thank you for sharing your feedback with us.
Schroders Personal Wealth
Excellent service
Excellent service with understandable and clear advice.
I can trust they are providing me with best advice because of the relationship I have with my personal advisor who provides me with relevant information meeting my needs......and listens.
December 9, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you received excellent service and clear advice. It's great to know that the relationship with your adviser allows us to meet your needs effectively. We appreciate your trust and value your feedback.
Schroders Personal Wealth
Carefully considered advice. I have always found that the advice…
I have always found that the advice given by Schroders is based on their understanding of my personal circumstances.
December 9, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that our advice has been helpful and tailored to your personal situation. Thank you for sharing your positive experience with us.
Schroders Personal Wealth
SPW the company is excellent to deal with
The overall experience with this company is excellent they are so approachable patient and easy to contact
December 4, 2025
Unprompted review
Reply from Lloyds Wealth
Delighted to hear that your experience with us was excellent. We appreciate you mentioning how approachable, patient, and easy to contact we are. Thanks for your feedback.
Schroders Personal Wealth
Good advice and I feel we can trust…
Good advice and I feel we can trust Schroders to manage our portfolio through good and bad times
December 9, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you found our advice helpful and that you feel confident in our ability to manage your portfolio during all market conditions. Thank you for your trust.
Schroders Personal Wealth
The thing that I like best is the fact…
The thing that I like best is the fact that the adviser comes to my home and we have a face to face conversation.
November 27, 2025
Unprompted review
Reply from Lloyds Wealth
We're happy to hear that you value the convenience of our in-home consultations and the opportunity for face-to-face conversations with our advisers. Thank you for your feedback.
Schroders Personal Wealth
A positive experience thorough out
A positive experience thorough out
November 24, 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
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
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