About us
Schroders Personal Wealth (SPW) is a national wealth management business. Backed by two of the most established names in the UK financial services industry, the UK's biggest banking group, Lloyds Banking Group, and one of Europe's biggest investment firms, Schroders.
We have over 300 advisers based across the UK, and as of December 2023, we manage more than £14.3 billion in assets for over 50,000 clients.
Chief Executive Officer
Mark Duckworth
"At Schroders Personal Wealth we help people make plans which aim to get them to where they want to be in their financial lives. That's a great responsibility and it clearly points us towards a really important purpose.
In three words, we change lives."
What we offer
Financial Planning
A financial plan could help to give you more control over your finances. It can support you in understanding where you are now and where you want to be, giving you a greater chance of reaching your financial goals.
We'll begin by looking at your income, your spending, your investments, and your goals for the future. Whether you're saving for a big purchase, planning for retirement, or want to make sure your money is working as hard as possible, we'll work with you to build a financial plan to start you on your journey.
There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.
Investments
Through our partnership with Schroders, we can offer what we believe are world class investment opportunities, giving you access to global markets and selecting the best fund managers to manage your money .
We provide two alternative investment solutions, Personal Discretionary Portfolio Service and The Schroders Personal Wealth Portfolio Funds. No other provider of financial planning and advice has access to these solutions.
The value of investments and the income from them can fall as well as rise and is not guaranteed and you may get back less than you invest.
Ongoing advice service
We offer both one-off and ongoing advice services. We believe that the best outcome from financial advice is achieved when people have a long-term trusted financial partner.
Our Ongoing Advice Service (OAS) is all about making sure you remain on track to achieve your financial goals. It includes regular reviews of your current finances, giving you the opportunity to adapt your plan in response to any changes in your or your family's life.
OAS provides you with direct access to a support team and financial adviser who will be there to answer your questions at a time that suits you.
Why SPW
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.
At Schroders Personal Wealth, our clients are at the heart of everything we do and our key focus is on delivering the best value for them.
We want to improve the way financial advice is offered, by making it simple, accessible and affordable to more people. For us, it’s about more than just financial advice.
We change lives
We aim to improve the way financial advice is offered, by making it simple, accessible, and affordable, to more people.
We want to have a positive impact on our clients, colleagues, and our communities.
We want to change lives for the better.
We are responsible
We're proud to be a responsible business. What we do makes a difference to individuals, to families, and to society.
Our annual Responsible Business Report highlights our continued ambition to become a leader in responsible wealth management.
Why you're better off with SPW
We worked with a world-renowned independent consultancy to find out how our charges compared to 10 leading wealth management firms*.
Be up to £18,000 better off with SPW's leading fees and charges. As a client of SPW you could save up to £18,000 in fees on an investment of £200,000 over 10 years when compared to the most expensive firm. That means more money to invest for your future and less money spent on fees.
This graph shows the potential fee difference on an investment of £200,000 over 10 years with an assumed growth rate of 5% per year.
*Compared to 10 leading wealth management firms who have similar products and advice services to Schroders Personal Wealth. Figures include one off, initial, platform and investment costs and are rounded to the nearest thousand.
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.
Let's start with a free initial consultation
We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.