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A legacy built to last

Expert advice from Lloyds Wealth

Book a consultation

Lady smiling
Lady smiling

A legacy built to last

Expert advice from Lloyds Wealth

Book a consultation

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Lloyds Wealth

Halifax is proud to be part of the same family as Lloyds Wealth, where expert advisers can help you get your goals lined up and ready to go.

Benefits of financial advice

A financial plan just for you

A Lloyds Wealth adviser will take the time to understand your financial situation and goals to create a plan built around you.

Making your money work harder

Benefit from Lloyds Wealth’s knowledge and experience, helping your money work harder in the long term.

A holistic approach to your finances

It’s not all about investing. A Lloyds Wealth adviser can help you bring together tax efficiency, financial protection and long-term planning, so you can feel prepared for what’s ahead.

Support when you need it

You can get in touch with a Lloyds Wealth adviser when needed, to help you keep your financial plan aligned as your life and goals evolve.

Who it's for

You must be:

  • a UK resident - You must be lawfully and permanently living in the UK for 183 days or more over a tax year
  • at least the age of 18 years of age. Product restrictions apply if you are above the age of 80.

If you are interested in Lloyds Wealth and the services they provide, you will need to have either:

  • a sole annual income of at least £100,000
  • £100,000 spread across sole or joint savings, investments or personal pensions.

Fees and charges will apply if you take out a product or service.

Make an appointment

Advice that moves you forward.

 

Book your consultation

You’ll receive a personalised financial plan at no cost.
Charges only apply if you choose to take out a product or service.

Book your consultation

We're Excellent

Lloyds Wealth has been rated “Excellent” based on the quality of service on Trustpilot. Correct as of May 2026.

Important legal information

Lloyds Wealth is a trading name of Lloyds Wealth Management Limited. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under registration number 830170.

Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.

Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.