Schroders Personal Wealth

We believe financial planning can change lives and we want to make it available to more people in the UK.

Making wealth management more accessible

High-end investment and financial planning are no longer the preserve of the super-rich. By bringing together two leading UK based companies – one from investment management and one from banking – our aim is to offer a personalised financial planning service for people with at least £100,000. This could be in Savings, Investments and/or Personal Pensions, and/or £100,000 sole annual income.

Helping you make the most of your money

Our focus is on the relationship we develop with you, underpinned by global investment expertise. We are committed to keeping things simple. We can help you plan and monitor your financial progress, making your money work harder for you.

History is on our side

With 400 years of combined expertise, Schroders and Lloyds Banking Group have the shared knowledge to help you build your financial future.

Find out more

Explore our website to find out more.