Who we are

Who are Schroders Personal Wealth?

Schroders Personal Wealth (SPW) is a large, UK based wealth management firm.

Our parent companies are two of the largest names in the Financial Services industry - Lloyds Banking Group, and one of Europe’s biggest investment firms, Schroders, who between them have combined assets of over £1.6trn*.

*Statista 2024, Schroders 2024

But what does this mean for you?

Simple

We want to take the complexity out of financial advice and make things simple for you to understand, so you can make informed choices.

Accessible

We want to create a society where everyone understands the value of a financial plan and we aim to continue to give more advice to more people.

Affordable

We want to remain competitive and ensure our fees stay low, giving you more money in your investments and less money spent on fees.

Our values

Five kinds of value

Value – it’s a little word that means a lot – in short, it’s the balance between how much you get, and how much you pay. 

With this in mind we've identified five different aspects of value which our clients tell us are important to them.

Find out more

What we can help you with…

Personal protection

We don't want to have to think about becoming ill or having an accident which could impact our ability to provide financially for ourselves and our loved ones.

Investing for your future

Investing could pave the way towards financial growth and stability. Investments offer the potential for your money to work harder, however the value can fall as well as rise and is not guaranteed.

Retirement planning

Retirement is something that many of us look forward to, but the lifestyle you live in retirement often comes down to how much you've saved during your working life. Planning your retirement with the help of an adviser could make the difference between a good retirement and a great one.

Inheritance tax planning

Are you planning to pass on your wealth to the next generation in the form of inheritance or would you rather share your money during your life time?

Our pricing

Leading in best value for advice and charges*

To give you confidence, we worked with a world-renowned independent consultancy to find out how our charges compared to 10 leading wealth management firms.

*Compared to 10 leading wealth management firms who have similar products and advice services to Schroders Personal Wealth.

Find out about our pricing