Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning.

We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.

Banking

Investment Management

Schroders Personal Wealth

Schroders Personal Wealth's headquarters in London, United Kingdom

This department provides expert financial planning and advisory services to clients to help them manage and grow their wealth.

Financial Advisory

This department provides personalized financial advice and management services to clients, focusing on their individual wealth and investment goals.

Wealth Management

The Financial Planning and Advisory team at Schroders Personal Wealth focuses on delivering personalized financial advice and strategies tailored to clients' individual needs. Comprised of experienced professionals, including Chartered Financial Planning Directors and Client Experience Managers, the team employs advanced technology to enhance client understanding and engagement in their financial journeys. Their mission is to promote financial clarity and empower clients to make informed decisions for their long-term financial wellbeing.

Financial Planning and Advisory

The Technology and Engineering team at Schroders Personal Wealth is responsible for designing, developing, and maintaining innovative software and technological solutions that enhance the client experience in financial planning. This team works collaboratively to ensure seamless integration of systems, improve data delivery, and uphold high-quality standards across platforms, enabling transparent communication and access to financial information. Their efforts drive the company's commitment to modernizing financial advice through cutting-edge technology while ensuring operational excellence.

Technology and Engineering

This department focuses on managing and enhancing client relationships through support, onboarding, and engagement initiatives.

Client Services

This department is responsible for developing and managing financial strategies and plans for clients.

��

People (15)

Jobs (0)

Other teams

Wealth Management

Financial Planning and Advisory

Technology and Engineering

Client Services

Financial Planning

��������

People (15)

Jobs (0)

Other teams

Wealth Management

Financial Planning and Advisory

Technology and Engineering

Client Services

Financial Planning

��