Schroders Personal Wealth
Schroders Personal Wealth
At Schroders Personal Wealth, we want to be more than just a financial planning business. We want to transform the industry and create a society where everyone sees the value of a great financial plan.
Money is just fuel for the rocket, what people really want to do is go somewhere. They have hopes, dreams, fears and aspirations, and we’re here to help them work out where they want to be and how to get there. Through this, our mission is to deliver more advice to more people than any other financial institution.
Backed by of one of the UK’s leading fund managers and one of the UK’s leading retail banks, we have over 400 years’ experience of helping customers get where they want to be. Our advisers are highly qualified, with professional expertise across finance and investments.
We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage but we take a fresh, transparent and personal approach. Our heritage may be 400 years old, but our approach is built for the future.
Our 270+ advisers and 11 Regional Hubs span England, Wales, Scotland and Northern Ireland supporting our core aim of being able to provide a financial advice service which is accessible right across the United Kingdom.
Areas we can support with include:
- Protecting your family
- Investing for the future
- Planning for and managing retirement income
- Passing on wealth
In 2020 we were voted a Top 10 Financial Wellness Consulting/Service Company in the UK by HR Tech Outlook.