Saving and investing
The sooner you begin your journey towards saving and investing, the sooner your money can start working for you, which may help you move closer to your dreams.
Whether you want to grow your own wealth or build a nest egg for your children or grandchildren, we’ll create a personalised plan–and can help to keep you on track so that you have the best chance of reaching your financial goals.
Save for the everyday and the exciting
Cash savings are an important element of any solid financial plan. They’re crucial for unexpected situations – like a broken boiler or a car repair. They’re also key for short-term goals, such as a dream holiday or a home renovation.
We’ll create a financial plan tailored to your needs. This includes setting up a strong emergency fund, clearly separating the cash you’ll need for short-term goals, and identifying suitable financial products to support them. At the same time, we’ll advise you on the right strategies and investments to help you stay on track for your longer-term ambitions.
Think of it like building a house: we’ll make sure the foundations are solid before helping you design the upper floors.
Invest for the future you want
Investing can be an effective tool to help you reach your long-term objectives, whether that’s a comfortable retirement or building wealth to pass on to your children or grandchildren. While investing involves more risk than saving, it also may offer more potential for growth.
We’ll work with you to create a tailored financial plan to help you reach your goals taking into account how much risk you are comfortable and can afford to take.
We aim to get you closer to your financial goals
Investing for your future
Whether you’re investing to get on the property ladder, or for financial freedom in retirement, we’ll help you build your wealth in a tax-efficient way.
Investing for your children
One of the greatest gifts you can give your children or grandchildren is a financial head start. We’ll help you create a plan that gives them a solid foundation as they move into adulthood.
Quick reads
Learn more about the upsides of saving and investing
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.
Schroders Personal Wealth does not provide banking or cash based savings plans.
Ready to start your investing journey?
Arrange a chat with one of our advisers today - no obligation, no fees to pay until you’re ready to put your plan into action.