Lloyds Wealth Reviews 1.936

Have every confidence in the advice given. Friendly and very professional in their approach to meeting your personal needs.

Good advice and guidance. All questions clearly answered friendly and informative advisor

Some parts of the form not easy to understand and difficult to move to the next question.

Excellent service highly recommend the employee who is very understand and helpful in explaining things regarding our finances.

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.

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.

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. I have always had full, frank and honest conversations on which to base my decisions and have had any requests dealt with promptly.

Professionally handled and friendly affording a comfortable atmosphere.

Lloyds Wealth is helpful, friendly and knowledgeable. When ever I have needed to discuss or ask about anything they have been right there with any information required.

This testimonial is more about Denise Currie who represents Lloyds Wealth as my personal wealth advisor.

I transferred to Schroders (now Lloyds Wealth) in 2025. My previous pension advisors conducted all our meetings online and there wasn’t a single point of contact, hence the reason I transferred.

Denise came to my house and we spent a good hour together. By the end of the meeting, Denise understood that I’m not great with figures and am depending/relying on her to help me make decisions on my finances in order to make the most of my investments.

I’ve had one further meeting with Denise since our initial meeting and she’s explained and shown me how my investments are doing.

Denise has a ‘down-to-earth’ approach to discussing financial matters and makes me feel comfortable and in safe hands.

Excellent service from a highly rated financial service provider ,I would highly recommend this company.

I had a great experience with the overall service provided by Lloyds Wealth during my annual review meeting. I initially had difficulty finding a personal wealth adviser for some urgent advice as my adviser was off work, but the support team was very helpful and quickly arranged for me to speak with someone within a few days. I was then contacted by Shane.

Shane was very easy to talk to, which made me feel comfortable throughout. He thoroughly answered my questions, and where he wasn’t sure of the answer, he promised to come back to me and did so promptly.

Following that, we arranged my annual review where he clearly explained the Lloyds fee structure and used interactive cashflow graphs to help me understand my future financial position, making it easier to decide on the best approach. He made recommendations while ensuring it was always my decision.

I left feeling confident that I had made the right investment decisions. I would highly recommend Lloyds Wealth, particularly due to the excellent service I received from both the support team and Shane.

I had confidence in my adviser, and also in Lloyds Wealth to act in my best interests.

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 it will be there and if I don’t need it then I can pass this on to my family on my death. In the meantime, it is there to help me enjoy my remaining years and my advisor is great at understanding my personal circumstances and tailoring investments to that. I know if I need his help that I can contact him and this personal contact provides additional reassurance.

This service is tailored to my personal needs and my financial advisor listens to my concerns. I am very confident in the quality of the services provided.

Efficient, friendly and professional staff. Confidence and trust in brand. Good communication and informative.

Our annual meeting with Cree again opened our eyes to what we can do going forward to capitalise on our future monetary requirements and objectives. We greatly value her advice and her knowledge of the financial markets.

Clear,concise and tailored to each client

Have a great advisor.
Listens to our needs and accurately makes our plan
Services are good

Very good..