400 years of heritage with Lloyds Banking Group and Schroders
300 financial advisers located around the UK
£12.86bn in funds under management*
200 researchers and analysts
We believe financial planning can change lives
Until now, top-tier financial advice has been regarded as the preserve of the wealthy. We’re changing that, by making advice more accessible. Welcome to a new world of financial planning, with qualified advisers who are committed to your long-term wellbeing.
*Source: Schroders Personal Wealth as at May 2020
Do I really need financial advice?
Ever wondered whether you’ll have enough money to retire on comfortably? Or why there’s never an investment guru nearby to guide you? Take our questionnaire to find out how one of our advisers might be able to help you manage your finances and reach your goals.
What does wealth look like to you?
Many people feel “the wealthy” are a separate group they don’t belong to. However, a wealthy life shouldn’t be measured by its super-yachts and sprawling properties.
Instead, we believe, wealth is about having choice: perhaps about how you educate your children, or when and where you choose to retire.
In your 20s and 30s
In your 40s and 50s
In your 60s and 70s
In your 80s and beyond
How we work with you
1. Let’s get to know each other
At your first meeting, your adviser will certainly ask about your finances and your goals, but they’ll also want to spend time getting to know you.
2. Now we’ll agree your financial plan
Your adviser will create a plan that aims to realise your financial ambitions. They’ll explain it all – including the costs and charges – so you know exactly what we’re proposing to do.
3. Finally, we can review your progress regularly
Times change. Markets adjust. Your situation and needs can change. With our ongoing advice service, your adviser can review your position regularly to help safeguard your long-term goals.
Meet our advisers
We have a team of passionate, deeply caring advisers who are ready to meet you. They’re all qualified, and hand-picked for their expertise, professionalism and dedication. Their goal is simple: to build close and long-term relationships that can change people’s lives for the better.
Build your financial know-how
Everyone should have the knowledge they need to manage their financial life. We want to help, with articles and ideas from some of the finest minds in the business.