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.

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

Book your free initial consultation

  1. Please enter your contact details below and choose a time for one of our Personal Wealth Consultants to call you.

  2. During your initial consultation meeting, we’ll aim to understand more about you and your future financial needs.

  3. 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.

We take bookings up to 2 weeks ahead

To find your nearest adviser

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 0808 109 2071 or via email to contact@spw.com.

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

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