Who we are
Simple and affordable advice designed to support you as you work towards your financial goals.
Because every journey starts with a plan.
Our mission
At Lloyds Wealth, our mission is to help you develop a financial plan that reflects what matters most to you and supports your financial decisions over time.
Whether you’re just starting to save, planning for retirement, or thinking about inheritance, our team of 300+ advisers are here to help you figure out where you’re headed and how to get there.
At Lloyds Wealth, we support clients in planning for what matters most to them financially. That sense of responsibility guides everything we do, from the quality of our advice to the long-term relationships we build, helping clients make confident decisions and feel more assured about the future.
Mark Duckworth, Managing Director
Our vision
We believe financial advice should give clients confidence, not complexity. That’s why we focus on clear, straightforward advice that helps to cut through the uncertainty so clients can make informed decisions about their financial future.
We aim to help more people understand the value of financial planning and how it can support long‑term financial wellbeing. We are committed to delivering high‑quality advice and an approach focused on delivering value for clients over the long term, based on their needs and circumstances.
Why Lloyds Wealth?
- More than 300 salaried advisers across the UK
- Part of Lloyds Banking Group.
- Over £17.2bn assets under management as of 31 March 2026.
- Transparent fees and charges
- Free initial call and plan (no cost until you act on our advice)
Meet some of our advisers
Whether you’re building your wealth, planning for retirement, or thinking about inheritance, our team of over 300+ advisers are here to help you figure out where you’re headed and how to get there.
Advises on all aspects of financial planning, including pensions and retirement, investments, protection and estate planning.
Chartered Financial Planner with 25 years' experience of financial planning with advanced qualifications in IHT planning.
Chartered Financial Planner with IHT expertise and a strong record in specialist investments, especially Business Relief.
Chartered Financial Planner specialising in investments, protection, pensions and retirement planning, IHT and estate planning.
Areas of expertise include divorce planning, pension planning, investments, taxation, financial planning, savings, and protection.
Advises on all aspects of financial planning, including pensions and retirement, investments, protection and estate planning.
Chartered Financial Planner with 25 years' experience of financial planning with advanced qualifications in IHT planning.
Chartered Financial Planner with IHT expertise and a strong record in specialist investments, especially Business Relief.
Chartered Financial Planner specialising in investments, protection, pensions and retirement planning, IHT and estate planning.
Areas of expertise include divorce planning, pension planning, investments, taxation, financial planning, savings, and protection.
Advises on all aspects of financial planning, including pensions and retirement, investments, protection and estate planning.
Chartered Financial Planner with 25 years' experience of financial planning with advanced qualifications in IHT planning.
Chartered Financial Planner with IHT expertise and a strong record in specialist investments, especially Business Relief.
Chartered Financial Planner specialising in investments, protection, pensions and retirement planning, IHT and estate planning.
Areas of expertise include divorce planning, pension planning, investments, taxation, financial planning, savings, and protection.
Ready to start your financial journey?
Book a free consultation to see if we're the right fit. Any fees and charges will be clearly explained by your adviser before you decide whether to proceed.