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Wealth management
Personal financial advice to give you the opportunities, the life and the future you and your family deserve.
Features and benefits
Let's break it down
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Lloyds Wealth specialist advisers offer a free personalised financial plan to customers who meet the criteria.
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Lloyds Wealth advisers don't work on commission, so every recommendation is based on what’s right for you.
Building for the long term
See how Lloyds Wealth portfolios have performed compared with cash and inflation.
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Past performance Date
Cautious Portfolio
Balanced Portfolio
Cash
Inflation
Date
31 Mar 2021 - 31 Mar 2022
Cautious Portfolio
-0.27%
Balanced Portfolio
4.19%
Cash
0.14%
Inflation
7.02%
Date
31 Mar 2022 - 31 Mar 2023
Cautious Portfolio
-5.85%
Balanced Portfolio
-3.66%
Cash
2.24%
Inflation
10.06%
Date
31 Mar 2023 - 31 Mar 2024
Cautious Portfolio
6.91%
Balanced Portfolio
10.23%
Cash
4.96%
Inflation
3.23%
Date
31 Mar 2024 - 31 Mar 2025
Cautious Portfolio
3.99%
Balanced Portfolio
3.57%
Cash
4.89%
Inflation
2.59%
Date
31 Mar 2025 - 31 Mar 2026
Cautious Portfolio
6.61%
Balanced Portfolio
10.22%
Cash
3.99%
Inflation
3.32%
Date
31 Oct 2004 - 31 Mar 2026
Cautious Portfolio
136.65%
Balanced Portfolio
225.54%
Cash
50.85%
Inflation
83.42%
Source: LSEG Datastream, Lloyds Wealth, Schroders Investment Management, 31 March 2026. PDPS performance prior to June 2019 reflects the Investment Portfolio Service managed by Lloyds Bank PLC. Returns are net of underlying fund fees and charges and gross of Lloyds Wealth fees. Cash is represented by SONIA Overnight rates; inflation is represented by the Consumer Price Index (CPI).
These figures refer to the past and the past performance is not a reliable indicator of future results.
A look at the details
The value of investments and income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment. Tax treatment depends on individual circumstances and may change in the future.
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Important legal information
Lloyds and Lloyds Wealth are trading names 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.