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Your goals, our expertise

Your financial future starts with a plan. Whether you’re, growing your wealth, preparing for retirement or building a future for your children, we provide clear personal advice built around what matters most to you, helping you plan with confidence at every stage of life.

What we do Building a financial plan

Trusted advice, backed by Lloyds Banking Group

Schroders Personal Wealth has become Lloyds Wealth. We are now a fully owned subsidiary of Lloyds Banking Group, bringing together long established banking heritage with wealth planning expertise to provide personalised financial advice, supported by practical planning tools and insight designed to help you make informed decisions about your money.

If you’re an existing client, there’s no change to how your advice is delivered, you’ll continue to receive the same high standard of service and support.

If you have any questions, please refer to the Q&A on the below button.

Additional Q&A

Whether you are looking for a review of your current investments, advice on retirement planning, financial protection, or passing on your wealth – we can help put a personalised plan in place.

Speak to an adviser

"At Lloyds Wealth, we help people make plans which aim to get them to where they want to be in their financial lives."
Mark Duckworth, Managing Director

A fully owned subsidiary of Lloyds Banking Group

With 26 million customers, Lloyds Banking Group is one of the UK's most trusted financial names, with a family of household brands including Lloyds Bank, Halifax, and Bank of Scotland.

Periods of change can create opportunities for fraudsters to contact people pretending to represent trusted organisations. If anything seems unusual, please contact our Financial Crime Prevention team on 0800 640 4161.

Stay safe from scams

How we can help

Take the first steps toward achieving your financial goals, today.

Find out more about what we do

Investing can help your money grow, but remember, markets go up and down. That means the value of your investments—and any income from them—can rise or fall, and there's no guarantee you’ll get back what you put in.

What people say about us

The financial adviser who visited me was exceptional. He was unhurried, understood my investment needs, and explained my options clearly. The service I received was faultless.

Janis

Gave us a good understanding that our investment strategy was still appropriate for our circumstances.

Peter

Face to face conversation and advice from someone one has got to know and trust. Experts in investing, so no hassle for the client.

Joy

Excellent all round service. Very understanding of my needs. Administered throughout in a highly professional unbiased way.

Bryan

Reliable company providing competitively priced products. Helpful and clear advice from informative advisers.

Elizabeth

Fantastic company that listen, advise, and make you feel secure in any financial step you make. Highly recommend.

Nigel

Start your journey with Lloyds Wealth

Book a free, no obligation call with one of our team today.

There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

Speak to us

Book a free consultation

Your goals, our expertise

Trusted advice, backed by Lloyds Banking Group

How we can help

Financial planning

Saving and investing

Protecting you and your family

What people say about us

Start your journey with Lloyds Wealth

Trusted advice, backed by Lloyds Banking Group

How we can help

Financial planning

Saving and investing

Protecting you and your family

What people say about us

Why Lloyds Wealth?

A firm you can trust

Powerful resources

Clear direction

Better understanding

Why Lloyds Wealth?

A firm you can trust

Powerful resources

Clear direction

Better understanding

Peace of mind