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At Schroders Personal Wealth, we want to be more than just a financial planning business. We want to transform the industry and create a society where everyone sees the value of a great financial plan.
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We’re backed by Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We have the advantage of solid foundations and a strong heritage, but we take a fresh, transparent and personal approach to financial planning.
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We have 270+ advisers based within 11 regional offices to support our core aim of being able to provide a financial advice service which is accessible right across the United Kingdom.
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In 2020 we were voted a Top 10 Financial Wellness Consulting/Service Company in the UK by HR Tech Outlook.
We can also work with employers to design bespoke engagement plans, by providing a combination of financial advice, education and guidance in the workplace, which can help normalise the conversation around money, and embed financial wellbeing into your company culture.
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Our heritage may be 400 years old, but our approach is built for the future.
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Important Links
www.spw.com/referral/bpicnetwork
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