Skip to Footer Book a call 0808 278 8318 Personalised financial advice could bring your dreams closer Having a personalised financial plan from one of our experts could be the first step on the journey towards helping you realise your dreams. Use our free online tool to see if you could benefit from financial advice. Start the tool 400 years of heritage with Lloyds Banking Group and Schroders 270+ financial advisers located around the United Kingdom £14.2bn in funds under management (June 2021) 11 regional hubs across the United Kingdom Fuel for the rocket Not all of us get to live our dreams. But it’s not always because those dreams are out of reach. Some of us never take the time to ask ourselves where we want to be. Others know where they’re trying to get to but don’t see a path towards it. If only we had a little guidance at the right moment, how many more of us could live the life we choose? With a financial plan providing the fuel for the rocket, your dreams could be closer than you think. Helping you get to where you want to be Protecting you and your family Having the right protection in place may help give you the peace of mind that, should the worst happen, you and your loved ones won't be left worrying about your finances. More about financial protection Investing for your future Whether you want to retire early or leave a nest egg for the kids, an investment plan could help you with your financial goals and secure your financial future. More about investment planning Investing for your children It's never too early to invest in the next generation. By investing from when your children are young, you could build up a substantial sum of money to help them on the path of life they choose. More about investing for children Planning for your retirement Retiring from work doesn't have to mean making major changes to your lifestyle. Getting your pension in order and planning your retirement now could help you understand how you could spend your work-free years. More about retirement planning Enjoying your retirement Now that you're retired you should be free to live life as you choose. Structuring your pensions and savings, along with effective retirement income management, could help maximise your finances so that you can fully enjoy your retirement. More about managing retirement Passing on your wealth Passing on your wealth before you die could help to provide a sense of wellbeing, and may also allow you to take full advantage of the tax opportunities available. More about estate planning Learn more about what we do How your adviser will work with you Let’s get to know each other Next, we’ll agree your financial plan Finally, we can catch up to review your progress regularly How we'll work together Our team build close long-term relationships We have a team of passionate, qualified advisers, hand-picked for their expertise, professionalism and dedication. Debra Melbourne Oxford 1 2 3 4 5 How our advisers will work with you Is financial advice right for me? Having a personalised financial plan from one of our experts could be the first step on the journey towards helping you realise your dreams. Use our free online tool to see if you could benefit from financial advice. Start the tool Keeping you safe What you need to know about scams and fraud. Find out more Let's start with a free initial consultation We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan. Book a free initial consultation What we do How it works Our advisers Pricing Accessibility FAQs Contact us Careers Wealth Platform Media Centre Fraud Responsible business Follow us here: © 2021 Scottish Widows Schroder Personal Wealth Limited Legal information Modern Slavery & Gender Pay Cookies Privacy Security Terms & conditions Common reporting standard Funds documentation Share dealing Important information: Schroders Personal Wealth is a trading name of Scottish Widows Schroder Personal Wealth Limited. Registered Office: 25 Gresham Street, London, EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under number 830170. Claims may be protected by the Financial Services Compensation Scheme. We are covered by the Financial Ombudsman Service. “Schroders Personal Wealth", "Schroder" and "Schroders" are the registered trade marks or trade marks of Schroders PLC and are used under licence. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. Cookies Settings Accept Cookies