The power of a plan
We don’t believe that financial wellbeing is about having the most money, but rather having enough money to enjoy the things in life that make you happy.
It’s about feeling in control, having financial freedom, and feeling free to prioritise what’s important to you.
Just as you plan other areas of your life, we believe a financial plan could give you the power to take control of your financial future. We could help you build that plan and bring it to life.
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
Financial planning isn't just for the wealthy. Creating a roadmap so that you make the most of your money to help you meet your future goals can be for everyone.
Whatever stage of life you’re at, we’re here to help. It all starts with a free, no obligation conversation to understand if our service is right for you.
SPW (ACD) Funds
Our ACD (Authorised Corporate Director) Funds are designed specifically for Schroders Personal Wealth clients with the aim of meeting their needs.
This means that we set our investment parameters to ensure that any risks are appropriate for our clients. We will not invest in assets or markets that give us any reason for concern.
Wellbeing in the workplace
As an employer you could play an important role in addressing the UK’s financial advice gap by enhancing your existing wellbeing programmes.
At Schroders Personal Wealth, we deliver an employee engagement plan that could support the financial wellbeing of colleagues across your business.
What we do
We're here with the aim of helping you achieve your goals through, what we believe, is the single most valuable investment of all: a great financial plan.
Whatever life stage you're at, your personalised financial plan aims to take you from where you are today to where you want to be tomorrow, with qualified advisers who are committed to your long-term financial wellbeing.
SPW For You
Have you ever wondered what life would be like with your own personal concierge service
Wonder no more. As a client, you could discover the benefits of SPW For You and enjoy unrivalled worldwide experiences – helping you to live the life of your dreams.
Simply introduce us to a friend or family member and if your referral results in them becoming a client of Schroders Personal Wealth, you'll be given access to this exclusive service.
Refer a friend
Did you know that you can also now introduce your friends or family members to us if you feel that they could also benefit from the value of financial advice?
Just give your adviser their details and we’ll do the rest. No fees or charges. We’ll simply give them a call to see if our services are right for them.
And what’s more, if the person you introduce also becomes a client of Schroders Personal Wealth, you’ll each get to choose a gift as our way of saying thank you.
Commonly asked questions
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.
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.