Skip to Footer Book a call 0808 278 8318 Frequently asked questions What we do: What we do What we do What kind of products and services does Schroders Personal Wealth offer? What will my relationship with Schroders Personal Wealth be like? Can you help me with my pension? Schroders Personal Wealth offers restricted advice. What does this mean? How it works Will I know who my adviser is ahead of the meeting? What will I need to bring with me to the initial meeting? Will I need to fill in any paperwork before the meeting? Will I have to travel to meet my adviser? You say the initial consultation is free: how much will I have to pay for any subsequent meetings? How long will my consultation last? Can I call my adviser if I remember something that I forgot to tell them? How often will I meet with my adviser? When do I settle the fees and charges? How can I access my financial plan once it has been developed? Will my investments be covered by the Financial Services Compensation Scheme (FSCS)? Will Lloyds Bank and Bank of Scotland still provide day-to-day banking for its customers? Pricing What is a risk profile? If I want to cancel my ongoing advice, can I? What is Personal Discretionary Portfolio Service (PDPS)? What is the PDPS discretionary fund management fee? What is a platform and what does it do for me? Do your prices include VAT? Our Advisers Will I know who my adviser is ahead of the first meeting? Do you have advisers near to me? Will I always have the same adviser? Who do I speak to if I am a Financial Adviser who wants to learn more about Schroders Personal Wealth? My adviser has changed, why is this? About us What is Schroders Personal Wealth? Who is Schroders Personal Wealth owned by? Why has Lloyds Banking Group and Schroders joined to create this new business? How does this affect me if I am a Lloyds Bank Private Banking or a Bank of Scotland Private Banking customer? Will my investments be covered by the Financial Services Compensation Scheme (FSCS)? Does Lloyds Bank and Bank of Scotland still provide day-to-day banking for its customers? What kind of products and services will Schroders Personal Wealth offer? Am I eligible to get advice from Schroders Personal Wealth? Who do I speak to if I am a Financial Adviser who wants to learn more about Schroders Personal Wealth? My adviser has changed, why is this? 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