Schroders Personal Wealth
Schroders Personal Wealth (SPW) is a national wealth management business. Backed by two of the most established names in the UK financial services industry, the UK’s biggest banking group, Lloyds Banking Group, and one of Europe’s biggest investment firms, Schroders.
At SPW, our clients are at the heart of everything we do. We want to improve the way financial advice is offered, by making it simple, accessible and affordable to more people.
How we can help empower you towards achieving your financial goals
Our qualified, specialist advisers offer holistic financial planning advice. They will work with you to understand your goals and create an initial plan at no cost to you, giving you the confidence to help achieve your financial goals.
We can support you with:
- Protecting your family including life insurance, critical illness, and income protection
- Investing for the future and utilising your annual tax allowances including Individual Savings Accounts (ISAs)
- Planning for and managing retirement including pension consolidation.
- Specialist services such as how to pass on your wealth tax efficiently.
Book your free initial consultation with us
Fees & charges apply.
Protection policies have no cash-in value at any time. If you don’t pay your premiums on time your cover will stop, your benefits will end, and you’ll get nothing back. If the benefit amount has not been paid out by the end of the selected term, the policy will end and you’ll get nothing back.
The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors might not get back their initial investment.
The retirement benefits you receive from your pension plan depend on a number of factors including the value of your plan when you decide to take your benefits which isn’t guaranteed and can do down as well as up. The benefits of your plan could fall below the amount(s) paid in.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Company Details
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Schroders Personal Wealth, 4th Floor, Westminster House, 11 Portland Street, Manchester, M1 3HU
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t.
01615132989
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