Personalised financial advice to help with the things that matter to your customers
Making a personalised financial plan with one of our specialist advisers could be the first step on the journey towards helping your customer achieve their financial goals.
Whether they are looking for a general financial health check, advice on retirement planning or passing on their wealth, we can help them put a plan in place.
There are no hidden fees or charges, and your customers will only pay if they choose to go ahead with the recommendations in their personalised financial plan.
How we can help empower your customers towards achieving their financial goals
Upskill pack
An introduction to Schroders Personal Wealth and how we can support your clients.
Aide Memoir
A handy guide to positioning Schroders Personal Wealth with clients.
Access the referral tool
Use this link to refer your clients to Schroders Personal Wealth.
Our purpose
We aim to improve the way financial advice is offered, by making it more affordable, more accessible, and more powerful for more people.
We want to make a positive impact to people's lives.
We want to change lives for the better.
Financial education
People in the UK don’t often talk about money. Many of us don’t find it easy to talk about our finances and so your customers might choose not to discuss it at all.
Our webinars are designed to increase your customers sense of financial wellbeing whilst offering an opportunity for them to have more open conversations about money.