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