Schroders Personal Wealth

Schroders Personal Wealth

Schroders Personal Wealth is built on strong foundations. We benefit from 400 years of combined experience in investment management and banking offered by our two shareholders, Lloyds Banking Group and Schroders. It’s our mission to help more people across the UK realise their dreams by unlocking the power of a personalised financial plan. To achieve this, our advisers are employed by us and share our values and commitment to clients. They don’t earn any commission on sales – they’re incentivised only for giving clear, objective advice, that helps clients reach their goals. After all, money is simply fuel for the rocket, and what people really want is to use it to go somewhere. They have hopes, fears and dreams. Great financial planning helps them work out where they want to be and how to get there. Our heritage may be 400 years old, but our approach is built for the future. 

CPD Courses & Workshops

Finance

Financial Wellbeing and protecting your wealth

Schroders Personal Wealth

Throughout this 45 minute session we will cover: - What is financial wellbeing and why is it importa...
Webinar
Finance

Passing on your wealth

Schroders Personal Wealth

Throughout this 45 minute session we will cover: - What is Inheritance Tax? - The importance of havi...
Webinar
Finance

Planning and managing retirement

Schroders Personal Wealth

Throughout this 45 minute session we will cover: - An introduction to pensions; - The importance of...
Webinar
Finance

Saving and investing for the future

Schroders Personal Wealth

Throughout this 45 minute session we will cover: - Demystifying the economy; - Short; medium and lon...
Webinar
Schroders Personal Wealth
Schroders Personal Wealth 12th Floor 1 London Wall London EC2Y 5EB United Kingdom
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CPD Subsectors

Finance Institution
Banking & Investments
Business Consultancy
Business Support
Educational Resources
Adult & Continuing Education