We change lives
We aim to improve the way financial advice is offered, by making it simple, accessible, and affordable, to more people.
We want to have a positive impact on our clients, colleagues, and our communities.
We want to change lives for the better.
Chief Executive Officer
Mark Duckworth
"At Schroders Personal Wealth we help people make plans which aim to get them to where they want to be in their financial lives. That's a great responsibility and it clearly points us towards a really important purpose.
In three words, we change lives."
We change lives
Client
We believe that a good financial plan can give you and your loved one's peace of mind.
We want our clients to feel in control of their plans and their future – and that means fully understanding everything about it. That’s why we always try to avoid baffling jargon and keep all our communications clear and simple.
Colleagues
We want to make SPW a supportive, flexible, inclusive place to work and believe the culture we have created, combined with our fundraising and volunteering, gives us a great opportunity to change lives for the better.
We’re happy to share that a third of SPW colleagues belong to one of our networks – a range of colleague-led groups covering disability, diversity and inclusion, women in finance, armed forces and many more.
Community
We are more than just a business. We exist to change lives and we want to make a difference in society and the communities we live and work in.
As part of our SPW Foundation, we are delighted to have two-year partnerships with three charities chosen by our colleagues; Alzheimer’s Research UK, The Brain Charity and British Heart Foundation.
Case study: A trust for the grandchildren
Being a grandparent can be one of life’s most rewarding roles and it can be natural to want to support your grandchildren in any way you can. With mounting education costs, house prices, furloughs and now redundancies, helping your grandchildren financially could be high on your agenda.
John Winterbottom, a Personal Wealth Adviser in Manchester, explains how he advised two of his clients to create a trust to provide much needed funds for their grandchildren whilst reducing their own inheritance tax liability.
Case study: Preparing for the unexpected
It's impossible to know what is around the corner, but there are plans that you can put in place to be as prepared as possible for the unexpected.
Matt Jones, a Personal Wealth Adviser in Cardiff, tells us how taking time to understand his client's situation and needs allowed him to provide financial advice which provided huge relief.