Our values

The value of clear direction

Our financial planning process is quite literally all about you. It’s about your current circumstances, your future hopes and ambitions, your finances, and your responsibilities to your loved ones. Before they say anything about financial solutions, our advisers take the time to discover what you’re hoping to achieve.

Creating your plan just takes a few hours of your time, your initial meetings with us are free and your Personal Wealth Adviser will explain the fees and charges you need to pay before you make any commitments.

Our values

The value of clear direction

Our financial planning process is quite literally all about you. It’s about your current circumstances, your future hopes and ambitions, your finances, and your responsibilities to your loved ones. Before they say anything about financial solutions, our advisers take the time to discover what you’re hoping to achieve.

Creating your plan just takes a few hours of your time, your initial meetings with us are free and your Personal Wealth Adviser will explain the fees and charges you need to pay before you make any commitments.

Step by step

Your personalised plan

We'll help you work out where you are now, where you want to be, and how a personalised financial plan might help you get there, by following these steps.

  1. Initial conversation
  2. Financial Planning Appointment
  3. Presenting your plan
  4. Putting your plan into action
Step by step

Your personalised plan

We'll help you work out where you are now, where you want to be, and how a personalised financial plan might help you get there, by following these steps.

  1. Initial conversation
  2. Financial Planning Appointment
  3. Presenting your plan
  4. Putting your plan into action
Helping you

What could my plan cover?

Although every client is different, we do think that there are some basic building blocks for a full financial plan.

A full plan will deal with a number of key items, through a combination of services we can provide from within Schroders Personal Wealth and services delivered by specialist experts – many from parts of Lloyds Banking Group – who we will gladly introduce as necessary.

Alternatively, for certain solutions, we can provide focused advice that looks at a specific need.

Helping you

What could my plan cover?

Although every client is different, we do think that there are some basic building blocks for a full financial plan.

A full plan will deal with a number of key items, through a combination of services we can provide from within Schroders Personal Wealth and services delivered by specialist experts – many from parts of Lloyds Banking Group – who we will gladly introduce as necessary.

Alternatively, for certain solutions, we can provide focused advice that looks at a specific need.

Our values

The value of clear direction

Our financial planning process is quite literally all about you. It’s about your current circumstances, your future hopes and ambitions, your finances, and your responsibilities to your loved ones. Before they say anything about financial solutions, our advisers take the time to discover what you’re hoping to achieve.

Creating your plan just takes a few hours of your time, your initial meetings with us are free and your Personal Wealth Adviser will explain the fees and charges you need to pay before you make any commitments.

Our values

The value of clear direction

Our financial planning process is quite literally all about you. It’s about your current circumstances, your future hopes and ambitions, your finances, and your responsibilities to your loved ones. Before they say anything about financial solutions, our advisers take the time to discover what you’re hoping to achieve.

Creating your plan just takes a few hours of your time, your initial meetings with us are free and your Personal Wealth Adviser will explain the fees and charges you need to pay before you make any commitments.

Step by step

Your personalised plan

We'll help you work out where you are now, where you want to be, and how a personalised financial plan might help you get there, by following these steps.

  1. Initial conversation
  2. Financial Planning Appointment
  3. Presenting your plan
  4. Putting your plan into action
Step by step

Your personalised plan

We'll help you work out where you are now, where you want to be, and how a personalised financial plan might help you get there, by following these steps.

  1. Initial conversation
  2. Financial Planning Appointment
  3. Presenting your plan
  4. Putting your plan into action
Helping you

What could my plan cover?

Although every client is different, we do think that there are some basic building blocks for a full financial plan.

A full plan will deal with a number of key items, through a combination of services we can provide from within Schroders Personal Wealth and services delivered by specialist experts – many from parts of Lloyds Banking Group – who we will gladly introduce as necessary.

Alternatively, for certain solutions, we can provide focused advice that looks at a specific need.

Helping you

What could my plan cover?

Although every client is different, we do think that there are some basic building blocks for a full financial plan.

A full plan will deal with a number of key items, through a combination of services we can provide from within Schroders Personal Wealth and services delivered by specialist experts – many from parts of Lloyds Banking Group – who we will gladly introduce as necessary.

Alternatively, for certain solutions, we can provide focused advice that looks at a specific need.