What we do
From investment management to retirement planning, Inheritance Tax planning, and wealth transfer, we’ve got it all covered - with an adviser supporting you every step of the way.
How we can help
Financial Planning
Whatever your dreams may be, work towards making them a reality with a bespoke financial plan designed just for you by a financial adviser.
Saving and investing
Could investing help you to live your life with confidence, pursue your dreams, and build a future for your loved ones?
Protecting you and your family
Feel confident knowing you and your family won’t have to worry about finances, no matter what life throws your way.
Investing can help your money grow, but remember, markets go up and down. That means the value of your investments—and any income from them—can rise or fall, and there's no guarantee you’ll get back what you put in.
Plus, tap into the expertise of two of the UKs biggest financial names
Our partnership with two of the UK’s most respected financial institutions - Schroders and Lloyds Banking Group - lets us offer services that go beyond the typical financial advice firm.
- Take advantage of world-class investment opportunities
- Leverage insights from leading fund managers
- Access funds designed specifically for Schroders Personal Wealth clients
- Benefit from financial advice tailored to your needs
Supporting you through all life events
Starting a family
- Passing on wealth
- Bereavement
- Saving for retirement
- Divorce
- Starting to invest
- In retirement
Starting a family
Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.
To give you peace of mind, you need advice you can trust. That’s where we come in.
While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most.
Starting a family
Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.
To give you peace of mind, you need advice you can trust. That’s where we come in.
While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most.
Starting a family
- Passing on wealth
- Bereavement
- Saving for retirement
- Divorce
- Starting to invest
- In retirement
Starting a family
Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.
To give you peace of mind, you need advice you can trust. That’s where we come in.
While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most.
Starting a family
Nothing compares to the joy of welcoming a new baby into your family. But along with all the excitement comes new financial responsibilities. Now, you’ve got your little one’s future to think about—not just your own.
To give you peace of mind, you need advice you can trust. That’s where we come in.
While you focus on birth plans, baby names and nursery colours, we can build a financial plan that focusses on your family’s future, so you can enjoy the moments that matter most.
Meet some of our advisers
Whether you’re just starting to save, planning for retirement, or thinking about inheritance, our team of 300+ advisers is here to help you figure out where you’re headed and how to get there.
Advises on all aspects of financial planning, including pensions and retirement, investments, protection and estate planning.
Chartered Financial Planner with 25 years' experience of financial planning with advanced qualifications in IHT planning.
Chartered Financial Planner with IHT expertise and a strong record in specialist investments, especially Business Relief.
Chartered Financial Planner specialising in investments, protection, pensions and retirement planning, IHT and estate planning.
Areas of expertise include divorce planning, pension planning, investments, taxation, financial planning, savings, and protection.
What people say about us
Excellent all round service. Very understanding of my needs. Administered throughout in a highly professional unbiased way.
Bryan
Good understanding of my situation and needs. Immediate access to my money if required. No pressure selling and the ability to track my investments on a daily basis if I want to.
Chris
A genuinely deserved 5 star rating based on many years with SPW and the ongoing professional, proactive and friendly support and advice provided by Rhydian Griffiths.
DAC
Reliable company providing competitively priced products. Helpful and clear advice from informative advisers.
Elizabeth
Start with a free, no-obligation consultation with our team.
No hidden fees—only pay if you choose to move forward with your personalised plan.