One-off advice service

All Lloyds Wealth clients start their journey with Lloyds Wealth receiving one-off advice – our adviser may recommend our Ongoing Advice Service to you if we feel it meets your current and future needs.

Wherever you are in your financial journey, professional advice could make all the difference. Finances can be complex, and one mistake could be costly. You wouldn’t build an extension without consulting an architect – so why navigate your finances alone?

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What you get

A free initial call to discuss your current situation

A financial planning consultation to dive deeper into your goals and expectations

A follow-up meeting where your adviser will present your bespoke financial plan

24/7 access to view your investments via the secure Lloyds Wealth app

Access to our support team for any administrative queries

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I recently needed to invest a large sum of money following receipt of the proceeds of a house sale. My adviser listened to the ideas I had for the investment, and also had a number of valuable ideas of her own, which I decided to take up. She treated me as a valued customer, and not simply a number in a queue.

Christine

Switch as your needs change

One-off advice is a great way to kickstart your financial journey, but it doesn’t necessarily prepare you for what’s ahead.

If your needs evolve, your adviser can review your needs and may recommend switching to our Ongoing Advice Service.

The benefits of ongoing advice

Ongoing access to your Personal Wealth Adviser(s)
24/7 access to view your investments via the secure Lloyds Wealth app
An annual review of your financial plan, your goals and aspirations
Exclusive invites to webinars on key topics to help you expand your knowledge and understanding
Access to dedicated Investment Specialists offering additional insight into investment performance and the economic outlook
An automatic ISA top-up service within your portfolio (dependent on solution)
No one-off advice fee on additions to existing investments (covered by the OAS) after the first year

Fees and charges apply for our services – our advisers will inform you exactly how much you may need to pay.

Discover more about our Ongoing Advice Service

Book a free consultation