Our clients value their long term, trusted relationship with SPW and their Personal Wealth Adviser. Our salaried, qualified advisers have no requirement to recommend any action or product other than those they believe are best suited to your needs.

Our relationships with Schroders and Lloyds Banking Group set us apart from our peers. With Schroders support, we give our clients access to global markets, selecting expert fund managers to manage their money. 

Lloyds Banking Group can provide clients with solutions for their wider financial needs, from buying property to protecting possessions and borrowing to business finance, and much more.

Our financial planning process is all about you. We get to know each individual client, making sure we understand their hopes, dreams and ambitions, as well as worries. Our offer of a no obligation financial plan, helps clients understand the benefits of advice based goal planning before they pay anything.

Fees and charges apply.

We want you to feel in control of your plans and your future – and that means fully understanding everything about it. That’s why all our advisers conversations and communications aim to keep things clear and simple. If you become an Ongoing Advice client, we keep you up to date with financial topics that may interest you, helping you better understand your investments.

Knowing you have a plan for your financial future, developed with a qualified adviser, combined with reassuringly low fees, could help you sleep soundly at night. And if you choose our Ongoing Advice Service, your adviser will help you ensure that you stay on track over the years.