Meet Our Partner

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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.

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.

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. 

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.

Our heritage may be 400 years old, but our approach is built for the future.

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