Schroders Personal Wealth

We believe financial planning can change lives.

Until now, top-tier financial advice has been regarded as the preserve of the wealthy. We’re changing that, by making advice more accessible. Welcome to a new world of financial planning, with qualified advisers who are committed to your long-term wellbeing.

Exclusive Member Offer

Schroders Personal Wealth (SPW) is a financial planning and wealth management firm. They are a joint venture between Lloyds Banking Group and Schroders plc. and were created as part of both companies’ commitment to help customers with their financial wellbeing and financial planning.

Their offer to you

As part of SPW’s commitment to you, they offer a free initial consultation with one of their financial advisers. Through this process your adviser will work to understand your current situation and future life goals, using cash flow modelling to produce advice recommendations for you. 

SPW offers holistic financial planning advice. Their advisers can support you with:

  • Protecting your family including life insurance, critical illness, and income protection
  • Investing for the future and utilising your annual tax allowances including Individual Savings Accounts (ISAs)
  • Planning for and managing retirement including pension consolidation.
  • Specialist services such as how to pass on your wealth tax efficiently.

SPW could work with you to explore your full financial circumstances including future goals, income, expenditure, liabilities and assets. You can book an initial consultation with SPW by visiting our dedicated microsite