Have been with them for many years, including their previous iteration as Lloyds Private Wealth. Overall, I have been happy but not overwhelmed. After the detailed initial review, I had little cause to speak with my Financial Advisor and the annual reviews became sterile repeat discussions ( my circumstances remained stable). I dispensed with this advice and reduced the annual fees. The portfolio is "actively managed" but despite this, performance has only been ok but not outstanding. An IFA friend has been giving me tips to actively manage a small stocks and shares ISA with the same risk level - it continues to outperform the portfolio by a large margin.
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