Schroders Personal Wealth Reviews 1.875

I have put one star because 0 start is not an option
This is a wealth transfer company not a wealth management company

Give clear honest easy to understand advice on the products available and fully explained with all the charges involved and what the expected returns can be

Excellent financial advice to help me get clarity regarding planning of my future retirement, savings and pension.

Professional, flexible, knowledgeable.

Schroders Personal Wealth caters to my personal needs and is always a friendly voice at the end of a telephone.

I was clear information

Interaction with personal advisor is efficient and useful; webinars are topical and relevant for us.

having financial advice clearly explained properly

Very helpful and knowledgeable advice from someone who understands our situation in life,

This company are excellent. I have my own Financial Advisor who goes through everything I need to know and be aware of in great detail. There is no rush whatsoever. I get an Annual Review where all aspects of financial advice is tailored to your individual circumstances. If I have any queries throughout the year then I can contact my financial advisor at any time. Excellent service

The approachability & trustworthiness of their representative Bruno Celimon has been second to none & has given us a great understanding of the value of investment portfolios.

We have dealt with Schroders Personal Wealth for some time now and through the highs and lows of the financial markets they have always been there for us offering advice and help for us to make a informed decision with regard to our finances.
From our point of view we would certainly recommend them.

As elderly investors of modest means, ready access to a financial adviser we have come to know personally and whose advice we respect has proved invaluable. In this age of geo-political volatility, calm, intelligent and knowledgeable advice is something to cherish. This is SPW's greatest strength.

Early days but I feel SPW are handling my finances well

They have a detailed knowledge of our circumstances and relate their advice to our real needs.

It has taken me a while to consider investment but Dan made it easy in my own time. We took a year but I am glad I am where I am now.

I feel that my investments are secure with them

I appreciate the personal approach
during a review. My questions were answered in a professional manner ensuring I understood what was being discussed. Everything was clear. I know that support is always at hand.

Schroders have given me financial advise over the past 3 years, the information is easy to understand and clear. There is never any pressure to make a decision that I’m not satisfied with. There are always opportunities for me to ask questions and to make contact with them in between my annual reviews.
The use of Teams meetings is also convenient and allows for personal interaction.