Financial advice in Birmingham
At Schroders Personal Wealth, we believe that financial advice can help you realise your dreams. Whether you’re looking for an expert eye on your investments, recommendations around retirement planning, or a guiding hand on your family’s finances, our local advisers in Birmingham are here to support you.
Call us on 0808 109 2071
400 years of heritage with Lloyds Banking Group and Schroders
270+ financial advisers located around the United Kingdom
£14.2bn in funds under management (Mar 2022)
11 regional hubs across the United Kingdom
How financial advice could help you
Financial advice could help you with the decisions that matter to you. Your qualified financial adviser can give you tailored recommendations, and help with the important milestones throughout your life, including:
Protecting you and your family
Investing for your future
Investing for your children
Planning for your retirement
Enjoying your retirement
Passing on your wealth
It's time to invest in financial advice
The journey to achieving your dreams could start with sound financial advice. Use our tool to find out if our advisers could help you get to where you want to be.
What to expect from your financial adviser in Birmingham
Instead of only addressing your immediate priorities, your adviser could suggest other potential issues that you might have overlooked.
Engaging the experts
If your plan calls for specialist knowledge, your adviser can engage the right experts to ensure you are fully supported.
Support when you need it
If you choose our ongoing advice service, you and your adviser will review your financial plan regularly and adapt it over time as your needs and priorities change.
Work with our Birmingham team to unlock the power of your financial plan
We hope to give you insights into the options you might not know are available to you, or discover any gaps in your investment portfolio or protection cover that you hadn’t considered.
There are no hidden costs. You'll only start to pay if you choose to go ahead with our recommendations from your personalised financial plan.
We can provide one-off advice, or we can build an ongoing relationship so that we can support your financial needs throughout your lifetime. Because our lives are constantly changing, we can review your financial plan regularly to make sure you’re on track to achieve your goals.
We're a national business with a local approach to client service. We have a network of regional hubs throughout the country to provide you with the support you need.
You can find your nearest hub using the interactive map below.
What could we do for you?
We’ll start by asking you about your financial goals and priorities, and get to understand your vision of the future. We’ll assess your assets, income, debts, financial commitments and dependents to put your financial situation into context.
Based on these conversations and assessments, and your approach to risk, we’ll create a plan that aims to align your finances with your long-term goals. You’ll receive a set of recommendations and details of the specific products we’ve selected for you, which you can review before we put your plan into action.
But that’s just the start. Your goals are likely to change over time, so if you take our ongoing service, we’ll work with you on a regular basis to ensure your financial plan continues to meet your evolving needs.
Let's start with a free initial consultation
We'll begin with a free, no obligation conversation to understand if our service is right for 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.