Personalised financial advice to help with the things that matter to you
Making a personalised financial plan with one of our specialist advisers could be the first step on the journey towards helping you achieve your financial goals.
Whether you are looking for a general financial health check, advice on retirement planning or passing on your wealth, we can help you put a plan in place.
Money and Mind Report
Money worries can have a huge impact on mental and physical wellbeing, and with financial conditions being tough for many right now, our report seeks to understand the financial wellbeing of the nation.
We want everyone to be aware of the importance of having a good financial plan in place, and to understand that being in control of your finances can reduce stress and improve financial wellbeing.
How we can help empower you towards achieving your financial goals
Retirement
Preparing adequately for your retirement will allow you to consider your future plans and help to ensure that you have the financial freedom to enjoy them.
Protecting you and your family
Having the right protection in place may help give you the peace of mind that, should the worst happen, you and your loved ones won't be left worrying about your finances.
Passing on your wealth
Passing on your wealth before you die could help to provide a sense of wellbeing, and may also allow you to take full advantage of the tax opportunities available.
Saving and investing
Whatever your reason for saving and investing for the future, we aim to help you achieve your long-term financial goals.
Financial planning
Realising your dreams could be easier than you think. Through the power of a financial plan, our advisers could help you achieve your goals; whatever they may be.
Our purpose
We aim to improve the way financial advice is offered, by making it more affordable, more accessible, and more powerful for more people.
We want to make a positive impact to people's lives.
We want to change lives for the better.
What people say about us
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We'll be with you each step of the way
Our advisers and support teams operate across the UK, and are on hand to help you achieve your goals through the power of a financial plan.
Keeping you safe
Across the industry we are seeing increased activity from fraudsters trying to trick people into making false investments by impersonating genuine financial services firms - over the phone, email, online, social media adverts and post. This type of scam is called an ‘investment firm cloning scam’ where victims believe they are investing with a genuine regulated firm.
Quite commonly fraudsters will use fixed rate returns and guarantees to convince potential victims to part with their money. Schroders Personal Wealth’s product offering does not include these types of investments.
You can find out more about current fraud threats and how you can try to spot them on the fraud section of our website.
If you do have any immediate concerns please contact your Personal Wealth Adviser or our Financial Crime Prevention Team on 0800 640 4161.
Read our latest financial insights
Let's start with a free initial consultation
We'll begin with a free, no obligation conversation to understand if our service is right for you. 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.