Our advice service

*64% of UK adults feel stressed about their financial situation –don’t be one of them.

Talking about money isn’t always easy—it can feel overwhelming, even intimidating. That’s why many people put it off until a big life event forces them to act.

But taking control sooner rather than later makes a difference. It gives you more choice, less stress, and more time to work towards the future you want.

And one of the simplest ways to feel confident about your finances? Getting professional advice.

(*Schroders Personal Wealth, (2025) Money and Mind Report)

Do I need advice?

At Schroders Personal Wealth, we believe everyone deserves access to financial advice - because everyone deserves to feel in control of their future.

Whatever your goals - whether you’re saving for a home, starting a family, looking to cover school or university fees, planning for a comfortable retirement, or protecting your loved ones financially - you need a clear plan.

That’s where our highly experienced advisers come in. They’re ready to help you build a plan that lets you work towards the life you want.

Book a free consultation

We met with an experienced adviser who took time to understand our needs, and who went on to write a very comprehensive report based on our discussions. We had excellent support and advice throughout the process and value all the advice given to us, which we have followed.

Sandra Logan

Our commitment to you

A personal connection

From day one, we focus on building a strong relationship with you, understanding your plans and goals. We want you to feel fully understood and confident in your financial decisions. That’s why our advisers take the time to really get to know you, so you feel comfortable and in control at every stage.

Transparent communication

We always try to avoid baffling jargon (and when we do have to use it, we will explain what it means in clear English).

Tailored advice

Everyone’s unique, so your financial plan should be too. We create a personalised plan that’s tailored to your specific needs. And if you take advantage of our ongoing advice service, as your life evolves, we’ll continue to work together so that the plan evolves with you.

No hidden fees

We’re transparent about our fees, so you’ll always know exactly where you stand. We keep our charges competitive, ensuring more of your money goes into investments, not fees.

A family relationship

Finances can often feel like a taboo subject, but we believe transparency is key to success. That’s why we encourage involving your children or grandchildren in discussions with your adviser when it makes sense. We want everyone in your family to feel confident and assured that your finances are in the best possible hands.

Good, simple and accessible advice. A reasonable fee for the service and an opportunity to build a good long-term relationship.

Anne, 57, Bristol

How it works

There are four distinct steps when we work with you to put together your financial plan.

Step 1

Step 2
Step 3
Step 4

Initial conversation

Our first conversation will take place over the phone or via video call. The conversation will focus on understanding your current situation, your dreams for the future, and what you hope to achieve with your wealth.

*15-30 minutes

(*These times give you an idea of how quickly we can put your plan into action. They may vary slightly depending on individual circumstances).

Initial conversation

*15-30 minutes

(*These times give you an idea of how quickly we can put your plan into action. They may vary slightly depending on individual circumstances).

Step 1

Step 2
Step 3
Step 4

Initial conversation

*15-30 minutes

(*These times give you an idea of how quickly we can put your plan into action. They may vary slightly depending on individual circumstances).

Initial conversation

*15-30 minutes

(*These times give you an idea of how quickly we can put your plan into action. They may vary slightly depending on individual circumstances).

Ready to get started?

Speak to us

Book a free consultation