About us

Schroders Personal Wealth benefits from 400 years of combined experience in investment management and banking offered by our two shareholders, Lloyds Banking Group and Schroders.

We believe that everyone should have access to clear financial advice, whenever and however they need it, from advisers they completely trust.

Our heritage may be 400 years old, but our approach is built for the future.

Helping people make plans to get to where they want to be in their lives.


We focus on building personal relationships with our clients, driven by our multi-channel reach and global investment expertise. Our aim is to become a top UK financial planning business in five years. Could you help us make this possible?

Financial Wellbeing

With financial wellbeing becoming an increasingly significant element of life, we believe that the financial services industry can help individuals and their families improve their financial position by delivering relevant advice and support at the right time.

Responsible Business

We put clients first, but we also recognise that we have wider stakeholders too, including our colleagues, communities, shareholders and the environment. We believe that a responsible approach is the right way to balance the needs of all of our stakeholders.

Useful questions and answers

Book your free initial consultation

  1. Enter your contact details below and choose a time for one of our friendly team to call you back.

  2. We'll send you an email confirming the details of your appointment.

  3. Our adviser will call you at your chosen time to discuss all of the options available to you and determine whether financial advice could benefit you and your family's future.

    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.

We take bookings up to 2 weeks ahead

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A UK number

We'll email you a confirmation of your appointment

We'd love to keep in touch with regular financial news, insights, research and webinars which we think you'll find interesting. We'll contact you by email, post, telephone and SMS. You can unsubscribe by calling us on 0207 947 0660 or via email to clientcontact@spw.com.

You can find out more about your rights and choices, and how we use your information, in our data privacy policy.

Want to speak to us now?

If you’re ready to talk to someone now, call us on:

0808 109 2071

We’re available Mon to Fri 9am-5pm, excluding bank holidays.

Calls may be monitored and recorded.