Who we are
Simple and affordable advice – to help empower you to work towards your financial future.
Because success always starts with a plan
Our mission
At Schroders Personal Wealth (SPW), our mission is to help you create a financial plan that helps you achieve your goals, so you can live the life you want to.
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.
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.
Mark Duckworth, Chief Executive Officer
We change lives
Our vision
We believe financial advice should empower—not overwhelm. That’s why we’re committed to making it simple: cutting through complexity so you can make confident, informed decisions. We aim to make advice accessible to everyone, helping more people understand the value of a financial plan and take control of their future. And we’re dedicated to keeping it affordable, so you keep more of your money working for you—not spent on fees.
Why SPW?
- More than 300 salaried advisers across the UK
- Backed by Lloyds Banking Group and Schroders, two of the UK's biggest financial institutions.
- Over £15.7bn assets under management as of December 2024.
- Transparent fees and charges
- Free initial call and plan (no cost until you act on our advice)
Meet some of our advisers
Whether you’re just starting to save, planning for retirement, or thinking about inheritance, our team of 300+ advisers are 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.
Ready to start your financial journey?
Book a free consultation to see if we're the right fit. No hidden fees—only pay if you move forward with our recommendations.