Schroders Personal Wealth | Financial Planning & Wealth Management
We’re here with the aim of helping you achieve your goals through, what we believe, is the most valuable investment of all: a great financial plan. Find out more.
Schroders Personal Wealth is a financial services company offering personalized wealth management and financial planning services. It is a joint venture between Schroders, a global asset management firm, and Lloyds Banking Group, one of the UK's leading financial services organizations. The platform is designed to provide clients with access to expert financial advice and investment solutions tailored to their individual needs.
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English, etc
Website Key Features
Personalized Financial Planning
Offers tailored financial advice and planning based on individual client goals and circumstances.
Investment Management
Provides expert management of investments to help clients achieve their financial objectives.
Retirement Planning
Assists clients in planning for retirement with strategies designed to secure their financial future.
Tax Planning
Offers advice on tax-efficient investing and strategies to minimize tax liabilities.
Online Access
Clients can access their accounts and financial plans online for convenience and transparency.
Expert Advisors
Access to a team of experienced financial advisors for personalized advice and support.
Security
Ensures the highest levels of security and confidentiality for client data and transactions.
Additional information
Parent Companies
Joint venture between Schroders and Lloyds Banking Group.
Target Audience
Individuals seeking personalized wealth management and financial planning services.
Regulation
Regulated by the Financial Conduct Authority (FCA) in the UK.
Accessibility
Services are accessible online, with support available via phone and email.
Commitment to Sustainability
Incorporates environmental, social, and governance (ESG) factors into investment decisions.
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