Schroders Personal Wealth
Schroders Personal Wealth is built on strong foundations. We benefit from 400 years of combined experience in investment management and banking offered by our two shareholders, Lloyds Banking Group and Schroders.
It’s our mission to help more people across the UK realise their dreams by unlocking the power of a personalised financial plan. To achieve this, we work with employers to design a bespoke engagement plan to help embed financial wellbeing into their company culture.
Through a combination of financial advice, education, and guidance available in the workplace, we’ll help normalise the conversation around money.
After all, money is simply fuel for the rocket, and what people really want is to use it to go somewhere. They have hopes, fears and dreams. Great financial planning helps them work out where they want to be and how to get there.
Our heritage may be 400 years old, but our approach is built for the future.