Providing specialist wealth planning for professionals

At Schroders Personal Wealth we understand the unique challenges and circumstances faced by professional advisers, lawyers and accountants when it comes to personal finances.

As professionals ourselves we understand how the many demands on your time can mean your own affairs may get pushed to one side to be sorted out “later”. But what if “later” means it’s too late?

Advisers ready to help you

We could help lift some of that burden from your shoulders. With a personalised financial plan, and regular check-ins to make sure you’re on course, our advisers aim to support you to make the most of your money.

Protecting you and your family

Many families would find it challenging to cope if a loved one became seriously ill or passed away. Not only could it be emotionally distressing, but the financial implications could also be difficult for those left behind.

For professionals who have made the transition to becoming a Partner standard protection benefits may no longer be available via their employer, leaving many without adequate cover or no cover in place at all.

We often help clients review the level of protection they have in place to ensure it’s still fit for purpose.

Products we can advise on:

  • Life and term assurance

  • Critical illness cover

  • Income protection

These protection policies have no cash-in value at any time. If you don't pay your premiums on time your cover will stop, your benefits will end, and you'll get nothing back. If the benefit amount has not been paid out by the end of the selected term, the policy will end and you'll get nothing back.

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

Your changing needs

By speaking to one of our Personal Wealth Advisers, we could help take away some of the hard work associated with building and implementing a financial plan. We are here to help you understand where you are today, where you want to be in the future, and how you might be able to get there.

Download our guide

Supporting the needs of your clients

We often work collaboratively with lawyers accountants and other professional advisers to help their clients with:

  • Specialist financial advice on divorce proceedings

  • Inheritance Tax planning

  • Helping families with succession and intergenerational planning

  • Investment strategies for high net worth families

Schroders Personal Wealth are continuously looking to support and partner with local professional firms. If you would like to find out more please contact the team here.

Working together: the relationship between your family lawyer and financial adviser

Going through a divorce or relationship breakdown can be an extremely emotional time for all parties involved. There are many aspects that individuals will need to consider as part of the separation process; the potential division of financial assets is just one part of this.