Schroders Personal Wealth Reviews 1.875

TrustScore 5 uit 5

4,8

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

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 as... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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 inf... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

I never had any interest in money or contact with financial advisors through my working life. When I retired I needed someone to help me decide how best to organise my finances. I was put in con... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

I would absolutely recommend SPW After being recently widowed I was thrown into uncertain waters. My personal advisor Chris was brilliant, he spent a lot of time getting to know me and unders... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Investeringsmaatschappij
  2. Beleggingsadvies
  3. Niet-bancaire financiële diensten

Geschreven door het bedrijf

We're making financial advice more accessible. Welcome to a new world of financial planning, with qualified financial advisers who are committed to your long-term wellbeing


Contactgegevens

4,8

Uitstekend

TrustScore 5 uit 5

2K reviews

5 sterren
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Beoordeeld met 5 van de 5 sterren

I have a very kind

I have a very kind, knowledgeable and patient advisor who visits yearly.
He explains things that have changed for the better, asks questions to improve their service for you, always happy to answer questions and advice.
Their end of year report is an absolute godsend, as it keeps my accountant very happy

9 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you appreciate your adviser's knowledge, patience, and helpfulness during their yearly visits. We're also glad our end-of-year report is so useful for your accountant. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 4 van de 5 sterren

My advisor took the time to understand my aims

My advisor took the time to understand my aims and explain why he felt it was the best option for me without ruling out other options. He was a experience advisor with a good knowledge of the products.

13 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your adviser dedicated time to understand your objectives and provide well-informed options. We appreciate your positive feedback on their expertise and guidance.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Excellent service

Very pleased with the service I'm getting. Everything is going well and the advice is straightforward and understandable. There is no pressure or hard sell and Schroders take a holistic view of my whole financial situation, not just the investments I have with them. Would recommend

11 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you're very pleased with our service. It's great to know you find our advice straightforward and appreciate our holistic view. Thank you for your recommendation.

Schroders Personal Wealth

Beoordeeld met 4 van de 5 sterren

Simple clear questions.

26 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

Thank you for your review. We're so pleased to hear you've had a positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Our personal adviser is knowledgeable

Our personal adviser is knowledgeable, has a real understanding of us and our needs (having been our adviser for the past 5+ years) and ensures we make informed decisions being in receipt of all the necessary facts and figures. Continuity with the same adviser overseeing our investments has been key as we feel there is absolute trust and honesty.

12 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your adviser's knowledge and understanding of your needs have helped you make informed decisions over the past five years. We appreciate your kind words and value the trust you've placed in us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Excellent service

Excellent service, expertise is very clear with everything explained well and options discussed openly. Portal and info accessible and easy to use. Advisor so professional, friendly and helpful. Happy to go through multiple options and take time to support.

17 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you found our service excellent and our team professional. It's great to know the explanations, options, and portal were helpful and accessible. We appreciate your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

New and Sceptical to investment but glad i had a go.

I took the opportunity to invest with Schroders and the plan I entered into has worked out as I was informed.

25 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your investment plan with us has met your expectations. Thank you for sharing your positive experience with our services.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Visit

SPW have and continue to provide us with a highly personal and quality service.

25 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate you taking the time to share your positive experience. We're happy to hear that you value our personal and quality service.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Easy to understand.

Easy to understand.

24 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

Thank you for your review. We're so pleased to hear you've had a positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Excellent advice and guidance for my…

Excellent advice and guidance for my retirement plans

24 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our advice and guidance were helpful for your retirement plans. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Friendly and helpful

Friendly and helpful, highly recommended

22 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate your kind words and are so glad that you found our team helpful. Thank you for your recommendation.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

The advisor was clear and concise but…

The advisor was clear and concise but explained as required. All my questions were answered to my satisfaction. I am very happy with my experience with this Company.

6 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your adviser provided clear explanations and addressed your questions thoroughly. We appreciate your positive feedback and are glad you were satisfied with your experience.

Schroders Personal Wealth

Beoordeeld met 2 van de 5 sterren

Schroders Personal Dont Care.

Recently contacted Schroders Personal Wealth.
Had two friendly discussions to see if SPW could be of use to me.
All was friendly UNTIL I decided that it was not for me. I sent a very nice email to the "agent" explaining that I had decided not to go ahead with the fund transfer.
NOT a reply of any sort. Sent another email asking if he had received my first email. Still no response.
What people are this company employing.
It's a simple case of if not coming to our company we ignore you without a care.
Really unhappy with this company.....

17 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

Thank you for raising this with us. We’re sorry to read about your experience and understand how frustrating it's been not to receive a response - that's not the level of service we aim to provide.

We’d like the opportunity to look into what happened and ensure this is addressed. Please contact complaints@spw.com with your details so we can investigate this further.

Beoordeeld met 5 van de 5 sterren

Excellent advisor

Excellent advisor who took the time to understand us and tailor advice to meet our needs.

12 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your adviser understood your needs and tailored their advice accordingly. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Tailored advice

Tailored advice relevent to both our present situation and likely future needs

5 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our advice was relevant to both your current situation and future needs. Thank you for sharing your positive experience.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

informed fully

I had things explain to me fully and in terms that I could understand. having the same person for continuity means a lot to me.

5 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our explanations were clear and easy to understand. We appreciate your feedback about the value of having consistent support throughout your experience.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Very happy with our overall service and…

Very happy with our overall service and advise supplied

3 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you're very satisfied with our service and advice. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 4 van de 5 sterren

It was useful to speak with Stuart…

It was useful to speak with Stuart again. Portfolio results were remarkably good; especially in such uncertain world chaos. Thanks

28 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate you taking the time to share your thoughts. We're happy to hear that you found the conversation useful and are pleased with the portfolio results during this time.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

The personal touch

One to one consultation via teams makes complicated financial readjustments feel less daunting.

2 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our consultations made your financial readjustments feel more manageable. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

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