Your goals, our expertise
Your financial future starts with a plan. Whether you’re saving for a home, building a future for your children, or preparing for retirement, we’ll tailor a plan that puts your priorities first - aiming to give you confidence and peace of mind every step of the way.
300+ Employed financial advisers located across the UK
"At Schroders Personal Wealth, we help people make plans which aim to get them to where they want to be in their financial lives."
Mark Duckworth Chief Executive Officer
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.
Founded in 1804 as a family firm, Schroders is a leading global asset manager with over £770 billion under management (as of 31 December 2024), known for its rich heritage, sustainability leadership, and unmatched global capabilities.
400 years of heritage with Lloyds Banking Group and Schroders
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 SPW?
A firm you can trust
Our clients value their trusted relationship with SPW advisers. With over 300 advisers across the UK, meetings are convenient. Advisers don’t work on commission, ensuring recommendations are best suited to your needs.
Powerful resources
Our clients value the stability and breadth we offer through our partnership with Schroders and Lloyds Banking Group, providing access to global markets, top fund managers, and specialists for various financial needs.
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 enjoyable. Ongoing Advice clients are invited to events and webinars on topical financial issues.
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 helps you potentially achieve financial goals and supports you through big life events.
What people say about us
We have been with Schroders Personal Wealth for a year now and the service is excellent. Simon is brilliant, keeping things clear, explaining anything we aren't sure about and helping us understand the mystical world of investment. The Annual review is great as it helps keep us on track with retirement and financial planning. Would definitely recommend.
Ms Wain
SPW keep me informed on how our investments are doing. Pleased with the service we receive.
Alick
Gave us a good understanding that our investment strategy was still appropriate for our circumstances.
Peter
Face to face conversation and advice from someone one has got to know and trust. Experts in investing, so no hassle for the client.
Joy
Excellent all round service. Very understanding of my needs. Administered throughout in a highly professional unbiased way.
Bryan
Good understanding of my situation and needs. Immediate access to my money if required. No pressure selling and the ability to track my investments on a daily basis if I want to.
Chris
A genuinely deserved 5 star rating based on many years with SPW and the ongoing professional, proactive and friendly support and advice provided by Rhydian Griffiths.
DAC
Reliable company providing competitively priced products. Helpful and clear advice from informative advisers.
Elizabeth
Fantastic company that listen, advise, and make you feel secure in any financial step you make. Highly recommend.
Nigel
We have been very satisfied with the financial advice and support we have received from SPW since 2019. A very professional and competent organisation that has been totally trustworthy, giving us great peace of mind with our future financial planning with our investments.
12 String Man
Your journey to your financial plan starts with a single conversation.
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.