Schroders Personal Wealth

The first step to achieving your dreams is to understand the path you need to take.

With a personalised financial plan, and regular check-ins to make sure you’re on course, Schroders Personal Wealth could help you get to where you want to be.

So, whether you’re saving for your retirement, a nest-egg for your children, or a Ferrari; it all starts with a conversation.

Schroders personal wealth logo

Let Schroders Personal Wealth help you to potentially achieve your goals with a great financial plan. Its qualified advisers will work with you to understand your wants and needs to build a financial plan that’s unique to you.

How Schroders Personal Wealth could help you and your clients*

 

Schroders Personal Wealth is committed to your long-term financial wellbeing and they’re qualified to offer objective advice. Your financial plan is built to meet your needs, not theirs, and has the flexibility to change over time to make sure you’re supported at every stage of your financial journey.

And with 400 years of heritage with Schroders and Lloyds Banking Group, Schroders Personal Wealth has a proven track record that you can rely on.

Read all about it: Wealth lens

Schroders Personal Wealth produces regular articles on many aspects of our financial lives. Some aim to provide insights on topical issues, particularly those faced by investors.

Others explore timeless subjects like planning for retirement, preparing for school or university fees, and passing on your wealth.

Find out more about Wealth lens

Hear from their experts: the webinar series

Schroders Personal Wealth hosts fortnightly events to give you the chance to engage in discussions on financial markets and personal wealth management. Previous topics have included: ‘Investing for income’, ‘Is now a good time to invest?’ and ‘What next for Brexit?’.

Sign up for the next webinar and watch podcasts of previous events

*Schroders Personal Wealth does not provide mortgages, banking, personal tax advisory and tax compliance, personal and specialist lending, estate planning and administration, trust creation and management and will writing, however it can introduce you to a relevant specialist.

Estate planning and administration, trust creation and management, tax advisory and tax compliance and wills services are not regulated by the Financial Conduct Authority.

The value of investments and the income from them can fall as well as rise, and the investor may not get back the initial investment.

Fees and charges may apply.

Schroders Personal Wealth is a trading name of Scottish Widows. Schroders Personal Wealth Limited. Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under number 830170. Claims may be protected by the Financial Services Compensation Scheme. Covered by the Financial Ombudsman Service.

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