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.
Tackling the taboo: How to discuss money with family
Thinking and talking about your finances can be an uncomfortable topic. But we feel it is important to have these discussions and normalise the conversation so that ultimately time and money are not unnecessarily misspent. Watch our webinar where a panel of financial specialists and advisers discuss how we can tackle the taboo together.
You can also read our Family and Finances Report which aims to encourage families to have conversations about their financial wellbeing, sooner rather than later.
How we can help you
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.
Investing for your future
Whether you want to retire early or leave a nest egg for the kids, an investment plan could help you work towards your financial goals and financial future.
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.
Investing for your children
It's never too early to invest in your next generation. By investing when your children or grandchildren are young, you could build up a substantial sum of money to help them on their chosen path. Our financial advisers are here to help plan that journey.
Planning for your retirement
Retiring from work doesn't have to mean making major changes to your lifestyle. Getting your pension in order and planning your retirement now could help you understand how you could spend your work-free years.
Enjoying your retirement
Now that you're retired you should be free to live life as you choose. Structuring your pensions and savings, along with effective retirement income management, could help maximise your finances so that you can fully enjoy your retirement.
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.
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.