Products and Services

At Schroders Personal Wealth, we are dedicated to providing comprehensive financial planning solutions tailored to meet your unique needs. Our range of services include retirement planning, investment management, tax optimisation strategies, estate planning and more.

Let us help you navigate your financial path to help give you peace of mind.

How we can help empower you towards achieving your financial goals


Preparing adequately for your retirement will allow you to consider your future plans and help to ensure that you have the financial freedom to enjoy them.

Protecting you and your family

Having the right protection in place may help give you the peace of mind that, should the worst happen, you and your loved ones won't be left worrying about your finances.

Passing on your wealth

Passing on your wealth before you die could help to provide a sense of wellbeing, and may also allow you to take full advantage of the tax opportunities available.

Saving and investing

Whatever your reason for saving and investing for the future, we aim to help you achieve your long-term financial goals.

Financial planning

Realising your dreams could be easier than you think. Through the power of a financial plan, our advisers could help you achieve your goals; whatever they may be.

Your financial wellbeing is our priority

Achieving financial wellbeing can be easier than it sounds. Simply understanding your financial position is powerful. Knowing what you can potentially achieve with your money could give you the confidence to pursue and realise your financial goals, both in the short and long term.

We’re passionate about ensuring individuals and their families are engaged with their finances and having regular, open and informed conversations about their personal circumstances.

Other ways we could help and support your more specific financial needs

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 workplace wellbeing programmes.

Through a combination of financial advice, education, and guidance, we could help you deliver an employee engagement plan to support the financial wellbeing of colleagues across your business.​

Specialist advice for professionals

We provide specialist wealth planning advice for professionals. Our experienced advisers understand the unique challenges and circumstances faced by professional advisers, lawyers and accountants when it comes to personal finances.

With life being so busy, we could help lift some of the burden from your shoulders when it comes to making the most of your money.

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.