Schroders Personal Wealth
Financial planning can change lives...
Many people feel “the wealthy” are a separate group they don’t belong to. However, we believe a wealthy life shouldn’t be measured by its super-yachts and sprawling properties.
We think wealth is about having the freedom of choice: perhaps about how you educate your children, or when and where you choose to retire.
Schroders Personal Wealth was created to help more people across the UK benefit from top-tier financial advice.
Through our parent companies Lloyds Banking Group and Schroders, we have the advantage of solid foundations and a combined 400-year heritage. But as a new business we can take a fresh and personal approach to financial planning.
Helping you realise your ambitions
We aim to understand your needs, goals and approach to risk, and what your ideal future looks like. We start by looking at your current arrangements to see whether they’re likely to deliver your vision of the future.
We have more than 300 advisers at Schroders Personal Wealth, so whether you want to invest for the future, protect your family, plan or manage your retirement, or pass on your wealth to your loved ones, we can help you build a personal financial plan that aims to realise your ambitions.
The relationship you build with your adviser lies at the heart of everything we do. Your adviser will get to know you and your circumstances completely to become a trusted guide. We believe that’s the best way to build a long-term, flexible financial plan that can reflect your evolving needs and ambitions.
Instead of only addressing your immediate priorities, your adviser could suggest other potential issues that you might have overlooked. If your plan calls for specialist knowledge, your adviser will engage the right experts to ensure you are fully supported.
You and your adviser should review your financial plan regularly and adapt it over time as your needs and priorities change. By taking our ongoing advice service, we can review your finances with you each year to make sure they align with your long-term goals throughout your financial life.
Fees and charges apply.
Schedule a no obligation 15 minute call with us today. Let’s see if we can help.
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