Wealth Management
Schroders Personal Wealth is a UK based financial advice company formed as a joint venture with Lloyds Banking Group to provide specialised financial advice.
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Benefits of Schroders Personal Wealth
Why choose Schroders Personal Wealth?
Our financial advice service delivered in partnership with Schroders Personal Wealth, offers a bespoke approach to wealth management empowering you to navigate your financial journey with clarity, confidence and purpose.
Five key pillars designed to secure your future and realise your ambitions
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Your Schroders Personal Wealth adviser can help you find the most efficient way to invest your wealth with a tailored plan. They’ll present the options you have available to grow your wealth and achieve your goals, based on the level of risk you’re willing to take.
The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment. Tax treatment depends on individual circumstances and may change in the future.
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Life can bring unexpected challenges, such as illness, injury or loss of income. So, your plan will also consider your life and income protection needs to bring peace of mind.
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You may have a single pension, multiple pensions or no pension at all. Either way, your financial plan can show you the path to the retirement you’ve always hoped for.
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There’s lots of decisions to be made about how best to access your pension. Your plan will help you understand all the options available so you can manage the income from your pension with confidence.
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When it comes to passing on your wealth to the next generation, you’ll want to do it in the most tax efficient way. Your plan can cover how best to pass on your wealth to those you care for the most.
How much does it cost?
There are no hidden fees or changes, and you’ll only pay if you choose to go ahead with the recommendations presented in your personalised financial plan.