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.
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.
300+ Employed financial advisers located across the UK
"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.
400 years of heritage with Lloyds Banking Group.
How we can help
Take the first steps toward achieving your financial goals, today.
Financial planning
Whatever your goals, work towards making them a reality with a bespoke financial plan designed just for you by a financial adviser.
Saving and investing
Could investing help you to live your life with confidence, pursue your dreams, and build a future for your loved ones?
Protecting you and your family
Feel confident knowing you and your loved ones won't have to worry about finances, no matter what life throws your way.
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.
Why Lloyds Wealth?
A firm you can trust
Our clients value the trusted relationship with their Lloyds Wealth adviser. With over 300 advisers across the UK, meetings are convenient. Our advisers are salaried, helping to ensure advice is focused on your needs.
Powerful resources
Being part of Lloyds Banking Group gives our clients access to a broad network of specialists to support a wide range of financial needs. Where we make a referral to a third party, we may receive a referral fee which will always be explained clearly.
Clear direction
Our clients value our tailored financial planning. Our advisers first understand your circumstances, hopes, finances, and responsibilities. Whether you need a review of your current investments, retirement planning, or advice on passing on your wealth, we could help.
Better understanding
Our clients value our clear communication. Where possible, we avoid jargon to make financial discussions straightforward and easy to understand. Access to events and webinars is included as part of our Ongoing Advice Service, which is available for an additional cost.
Peace of mind
We believe the best financial advice comes from a long-term trusted partner. Our clients value regular financial plan reviews and transparent pricing. Our Ongoing Advice Service, which is subject to a fee, helps you potentially achieve financial goals and supports you through big life events.
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.