About us
Schroders Personal Wealth (SPW) is a national wealth management business. Backed by two of the most established names in the UK financial services industry, the UK's biggest banking group, Lloyds Banking Group, and one of Europe's biggest investment firms, Schroders.
We have over 300 advisers based across the UK, and as of December 2023, we manage more than £12.5 billion in assets for over 50,000 clients.
Helping people make plans to get to where they want to be in their lives.
Careers
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.
We are responsible
We're proud to be a responsible business.
We're committed to helping you achieve your financial goals whilst having a positive impact on society and the planet.
Useful questions and answers
Who are Schroders Personal Wealth?
Schroders Personal Wealth is a financial advice firm backed by UK banking giant Lloyds Banking Group and leading investment manager Schroders.
Schroders Personal Wealth offers holistic, financial planning services to UK customers on a restricted advice basis. We want to improve the way financial advice is offered, by making it simple, affordable and accessible to more people. For us, it’s about more than just financial advice. We believe that a good financial plan can help change people’s lives, giving you and your loved one's peace of mind.
Who is Schroders Personal Wealth owned by?
Schroders Personal Wealth is a joint venture between Lloyds Banking Group plc and Schroders plc with Lloyds Banking Group plc as the majority shareholder.
Why has Lloyds Banking Group and Schroders joined to create this new business?
The new joint venture is part of both companies’ commitment to help customers with their investments and financial planning. The union of one of the UK’s largest banking groups and one of the leading investment brands will bring more shared knowledge and more investment options. We believe financial planning can change lives and want to make it available to more people in the UK.
What products and services do Schroders Personal Wealth offer?
Schroders Personal Wealth offers holistic, financial planning services to UK customers on a restricted advice basis. Our advisers can help you with protecting your family, investing and saving for retirement, the choices you make at and in retirement and also more specialist services such as how you pass on your wealth to your loved ones.
Our partnership with Lloyds and Schroders means we can accommodate your financial planning needs throughout each life stage, to help you and your family achieve your goals.
While Schroders takes the lead on investment matters, Lloyds Banking Group provides access to much broader resources should you have specialist needs that we may not be able to meet. Tax advisory and tax compliance and wills services are not regulated by the FCA.
What will my relationship with Schroders Personal Wealth be like?
We offer both one-off advice and ongoing advice, all provided face to face, via the telephone or video conferencing. Just let us know what works best for you.
Book your free initial consultation
Please enter your contact details below and choose a time for one of our Personal Wealth Consultants to call you.
During your initial consultation meeting, we’ll aim to understand more about you and your future financial needs.
Using this information, we’ll be able to book a virtual or face to face meeting with one of our 300+ Financial Advisers who will be best placed to help 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.