We understand that wealth is personal
Everyone has a different vision of their ideal future, which is why we work so hard to understand the life goals you’re aiming for. Once your adviser has got to know you, they can help build a unique financial plan that aims to deliver the ideal lifestyle you have in mind.
Let's look at your lifelong financial needs
We get to know your needs, goals and approach to risk, and what your ideal future looks like.
We look at your current arrangements to see whether they’re likely to deliver your vision of the future.
If you take 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
Use our expertise to optimise your entire financial life
Investing for your financial future
We all have aspirations for our future, and we believe it’s important to plan ahead. Whether establishing new plans or reviewing existing arrangements, we can advise on a range of investment services and products. To help us meet your needs, we use managers from across the fund management industry who we believe have the right skills and expertise.
Always seek a professional opinion as tax rules can be complex, depend on individual circumstances and are subject to change. The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment.
Products we can advise on include
Individual Savings Accounts, (ISAs)
General Investments Accounts, (GIAs)
Personal Pension Plans including
Self-Invested Personal Pension (SIPPs)
We’re a new name, but we’re not starting from scratch
400 years of heritage
GUIDANCE EVERY STEP OF THE WAY
What could our advice do for you?
Help you and your family plan for the future...
An adviser who knows you and your family well is in the best position to build a roadmap to your ideal future.
They can assess how well your life insurance and other policies are protecting your family, and help you plan for the family’s likely long-term needs.
Our aim is to give you peace of mind, by helping your money provide the income and security you need, both now and well into the future.
The percentage of the UK working population with income protection.
Sources: UK Insurance and Long-term savings, Association of British Insurers October 2018; UK Labour Report, Office for National Statistics, January 2019
Let's start with a free conversation
Ever wondered whether you’ll have enough money to retire on comfortably? Or why there’s never an investment guru nearby to guide you. Take our questionnaire to find out how an adviser could help you manage your finances and reach your financial goals.
Frequently asked questions
What kind of products and services does Schroders Personal Wealth offer?
Schroders Personal Wealth offers holistic, financial planning services to UK customers on a restricted advice basis. Our advisers can help you with protecting your family, investing and saving for retirement, the choices you make at and in retirement and also more specialist services such as how you pass on your wealth to your loved ones. If suitable, we also work with Lloyds Banking Group should you need help with your banking needs and Cazenove Capital (part of Schroders Plc) if you have specialist needs that we may not be able to meet in Schroders Personal Wealth.
What will my relationship with Schroders Personal Wealth be like?
We offer both one-off advice and ongoing advice, all provided either face to face or over the telephone/video depending on the service you are eligible for.
Can you help me with my pension?
Yes. Planning for a comfortable retirement and the choices you need to make at and in retirement are some of the main reasons clients seek help from a financial adviser. We do not however advise on Defined Benefit (DB) pension plans.
Schroders Personal Wealth offers restricted advice. What does this mean?
Schroders Personal Wealth provides restricted advice which means that whilst we will advise on a broad range of client needs, the products that we advise to meet these needs are restricted to a range of providers. We are confident that our product range is comprehensive and suitable for our client needs and is drawn from leading providers and in-house expertise.
Am I eligible to get advice from Schroders Personal Wealth?
To get advice from Schroders Personal Wealth, you’ll need to have: at least £100,000 in savings, investments and/or personal pension(s), and/or £100,000 of sole annual income.