How we can help empower you towards achieving your financial goals


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.

Your personalised financial plan

If you are feeling uncertain about your financial future, about to make some life changes or just need help managing your finances, our qualified, specialist advisers are here to support you. They will work with you to understand your goals and create an initial plan at no cost to you, giving you the confidence to help achieve your financial goals.

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.

How we'll work with you

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.

*Compared to 10 leading wealth management firms who have similar products and advice services to Schroders Personal Wealth. Figures include one off, initial, platform and investment costs and are rounded to the nearest thousand.

The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment.

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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.