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?
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
What is Schroders Personal Wealth?
Schroders Personal Wealth is a new financial planning joint venture set up Schroders plc and Lloyds Banking Group plc. Schroders Personal Wealth combines personal relationships and investment expertise with cutting-edge digital technologies to provide an intuitive and transparent service to help customers aim to achieve their financial goals. Schroders Personal Wealth is the trading name for the new financial planning joint venture, which is operated by Scottish Widows Schroder Personal Wealth Limited. Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under number 830170.
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 kind of products and services does 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.
If suitable, we also work with Lloyds Banking Group should you need help with your banking needs and other expert third parties if you have specialist needs that we may not be able to meet in Schroders Personal Wealth.
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.