Responsible business

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Women laughing with someone in the garden

We are more than just a business. What we do makes a difference to individuals, to families, and to society.

We’re proud to publish our latest Responsible Business Report, highlighting the great progress we have made on our responsible business journey. We aim to play our part in the global effort to reach net-zero by 2050. And we aim to uphold the highest standards in our conduct with clients, colleagues, the communities in which we operate, and society as a whole.

Read the full report

Key milestones

Committed to making a difference

We’re committing to making a difference across five key areas for our clients, employees, the businesses we work with, the communities in which we work, and the environment.

Being a responsible business - The Good Business Charter
Being a sustainable business
Being a diverse and inclusive business
Promoting wellbeing
Community and charity

Our commitment to customers

We help our clients achieve their long-term goals by creating a financial plan centred around them. We believe that a good financial plan can help change people’s lives, giving them and their loved one’s peace of mind.

A personal touch

When it comes to giving financial advice, our clients are at the centre of what we do. Our advisers listen and take the time to build long-term trusted relationships with our clients, giving them the confidence they need to stay on track with their finances.

We are inclusive

We’re committed to offering simple, accessible and affordable advice to more people, helping to create a society where everyone sees the value of a great financial plan.

Trust is key

When it comes to our clients’ money, we take our responsibility very seriously. Our advisers look after our clients’ investments with care, knowledge, and expertise. Our partnership with two of the largest names in the UK financial services industry - Lloyds Banking Group and Schroders – means our clients can trust us to make the right choices for them.

We take pride in supporting our colleagues, suppliers, community and environment

We are committed to our colleagues' wellbeing, creating an environment where they can bring their whole selves to work.

We commit to act responsibly in all of our business practices, ensuring we are fair and transparent throughout the value chain.

We seek to make a positive impact in our communities, in society and on the environment.

To bring about change, we need to concentrate our efforts in areas where we can make the biggest difference. That may often mean joining forces with others.

What action are we taking?

How SPW embed responsible business - Good Business Fortnight 2025

'We are responsible’ is one of the core business standards that we hold ourselves to each and every day.

Watch our Chief Financial Officer, Joel Ripley and Chief Executive Officer of the Good Business Charter, Jenny Herrera as they discuss what we are doing as we strive to continue to be a Responsible Business.

Our partners

Our Commitment

Sustainable Tax Principles

At Schroders Personal Wealth, we understand that tax is one of the ways that we can contribute to our society.

We are committed to adopting sustainable tax principles that align with our broader ambition to be recognised as a responsible business.

We look to achieve this by:

Paying fair taxes
Maintaining our tax integrity by engaging in fair tax practices
Ensuring compliance with local laws and regulations
Maintaining open and transparent relationships with tax authorities and stakeholders
Acting in accordance with our Tax Strategy

Read our tax strategy

Book a free consultation

Key milestones

Committed to making a difference