We want you to get the most out of your relationship with us and feel supported throughout. If you haven’t had a financial adviser before, the following tips should help you get started.
This section provides answers to the 10 most frequently asked questions from clients new to Lloyds Wealth and guides you to resources that offer further information.
Stay up-to-date with the current valuations of your Lloyds Wealth investments. Monitor how your investments are performing at any time.
Find your advice team's contact details and call or email them directly within the Lloyds Wealth app. Keeping in touch has never been easier.
Add details of financial products held elsewhere to have a single, clear view of your finances. The Lloyds Wealth app helps you see the full picture.
Check and update all your personal details directly on the Lloyds Wealth app. This ensures we always have your most up-to-date information.
Safely and easily share important documents with your adviser by uploading them to the Lloyds Wealth app. Your documents are secure and accessible.
