About us
Schroders Personal Wealth benefits from 400 years of combined experience in investment management and banking offered by our two shareholders, Lloyds Banking Group and Schroders.
We believe that everyone should have access to clear financial advice, whenever and however they need it, from advisers they completely trust.
Our heritage may be 400 years old, but our approach is built for the future.
Our purpose
We aim to improve the way financial advice is offered, by making it more affordable, more accessible, and more powerful for more people.
We want to make a positive impact to people's lives.
We want to change lives for the better.
Helping people make plans to get to where they want to be in their lives.
Careers
We focus on building personal relationships with our clients, driven by our multi-channel reach and global investment expertise. Our aim is to become a top UK financial planning business in five years. Could you help us make this possible?
Financial Wellbeing
With financial wellbeing becoming an increasingly significant element of life, we believe that the financial services industry can help individuals and their families improve their financial position by delivering relevant advice and support at the right time.
We are responsible
We're proud to be a responsible business.
We're committed to helping you achieve your financial goals whilst having a positive impact on society and the planet.
Supporting Benjamin’s journey to Paralympic success
We’re proud to sponsor International Para-Rower, Benjamin Pritchard.
Following a cycling accident in 2016, Benjamin was paralysed from the ribcage down. During his rehabilitation he took up rowing and was quickly spotted by British rowing staff, joining the Team GB para development squad in 2017.
Now a full time athlete, Benjamin can focus his efforts on the Paris games in 2024. Our sponsorship will provide funding to help him complete his training and support him on his journey to Paralympics success and beyond.
Fuel for the rocket
Not all of us get to live our dreams. But it’s not always because those dreams are out of reach. Some of us never take the time to ask ourselves where we want to be. Others know where they’re trying to get to but don’t see a path towards it.
If only we had a little guidance at the right moment, how many more of us could live the life we choose? With a financial plan providing the fuel for the rocket, your dreams could be closer than you think.
SPW in the news
Discover the latest news and press releases from Schroders Personal Wealth, along with contact details should you have any press or media enquiries.
Useful questions and answers
Who are Schroders Personal Wealth?
Schroders Personal Wealth is a financial advice firm backed by UK banking giant Lloyds Banking Group and leading investment manager Schroders.
Schroders Personal Wealth offers holistic, financial planning services to UK customers on a restricted advice basis. We want to improve the way financial advice is offered, by making it simple, affordable and accessible to more people. For us, it’s about more than just financial advice. We believe that a good financial plan can help change people’s lives, giving you and your loved one's peace of mind.
Who is Schroders Personal Wealth owned by?
Schroders Personal Wealth is a joint venture between Lloyds Banking Group plc and Schroders plc with Lloyds Banking Group plc as the majority shareholder.
Why has Lloyds Banking Group and Schroders joined to create this new business?
The new joint venture is part of both companies’ commitment to help customers with their investments and financial planning. The union of one of the UK’s largest banking groups and one of the leading investment brands will bring more shared knowledge and more investment options. We believe financial planning can change lives and want to make it available to more people in the UK.
What products and services do Schroders Personal Wealth offer?
Schroders Personal Wealth offers holistic, financial planning services to UK customers on a restricted advice basis. Our advisers can help you with protecting your family, investing and saving for retirement, the choices you make at and in retirement and also more specialist services such as how you pass on your wealth to your loved ones.
Our partnership with Lloyds and Schroders means we can accommodate your financial planning needs throughout each life stage, to help you and your family achieve your goals.
While Schroders takes the lead on investment matters, Lloyds Banking Group provides access to much broader resources should you have specialist needs that we may not be able to meet. Tax advisory and tax compliance and wills services are not regulated by the FCA.
What will my relationship with Schroders Personal Wealth be like?
We offer both one-off advice and ongoing advice, all provided face to face, via the telephone or video conferencing. Just let us know what works best for you.