400 years of heritage with Lloyds Banking Group and Schroders

300 financial advisers located around the UK

£12.86bn in funds under management*

200 researchers and analysts

We believe financial planning can change lives

We understand wealth is personal, so whether you’re looking to build your savings, buy a property, fund family events, retire early or leave a nest egg to children or grandchildren, we can work with you to develop a financial plan that reflects your unique outlook on life.

*Source: Schroders Personal Wealth as at May 2020

Let’s start with a no obligation 15 minute conversation

Until now, top-tier financial advice has been regarded as the preserve of the wealthy. We’re changing that, by making advice more accessible. Welcome to a new world of financial planning, with qualified advisers who are committed to your long-term wellbeing.

Book a complimentary financial health check with an adviser today so we can learn more about you and your personal financial circumstances.

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Our purpose

Discover what we can do for
you,
and your family

Read all about it: wealth lens

We produce regular articles on all aspects of our financial lives. Some aim to provide insights on topical issues, particularly those faced by investors. Others explore timeless subjects like planning for retirement, preparing for school or university fees, or passing on your wealth.

Hear from the experts: our webinar series

Our fortnightly events offer you the chance to engage in discussions on financial markets and personal wealth management. Previous topics have included: Investing for income, Is now a good time to invest? and what next for Brexit? Sign up for the next webinar and watch podcasts of our previous events.