Welcome to Schroders Personal Wealth

Life is a series of decisions, big and small.

The decisions you make, particularly when they are about your money, could impact your lifestyle, as well as that of your family.

Even making a small decision about money can often be stressful, which is why we believe it is important to have a trusted financial partner to support you.

Finances are a very personal issue, and this can make dealing with them emotional and seem complex. We want to take the stress out of financial planning, make it more accessible, and less complicated. Our belief is that having long-term financial experts by your side could help achieve this.

Our advisers are salaried and do not work on commission, so they will only recommend products that are suitable for you. We believe this simplifies the process. Our advisers are incentivised only for giving clear, objective advice, that helps clients reach their goals.

Find out more about Schroders Personal Wealth (SPW)

We are here to change the conversation. We want to improve people’s financial wellbeing by making financial advice more accessible, more affordable and less complicated.

Thank you for choosing SPW. We look forward to supporting you every step of the way.

Making the most of SPW

We want you to get the most out of your relationship with us and feel supported throughout.

If you haven’t had a financial adviser before, the following ‘tips’ should help to get you started.

How do I?

The following section provides you with answers to the 10 most frequently asked questions from clients new to SPW, and guides you to resources that offer further information.

Everything you need, right at your fingertips

Once you’ve signed up to the Wealth Portal, not only will you be able to access your investments online, you’ll also discover a whole range of useful support services designed to help with your financial journey.