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

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Beoordeeld met 5 van de 5 sterren

Great advice

Great advice, it's like having a chat with a friend down the pub. Not pushy and always prepared to explain any detail necessary.

30 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you found our advice helpful and approachable. It's great to know we could clearly explain everything you needed. Thanks for your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Having an adviser we feel at ease with…

Having an adviser we feel at ease with and who will answer any questions no matter how trivial . On this occasion and as usual an easy meeting with any obvious advantages pointed out to us & informative in explanations.

30 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you feel at ease with your adviser and find the meetings helpful. We appreciate you taking the time to share your positive experience and value your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Good professional company

Really happy I went with SPW. Great information given before deciding to go ahead and ongoing support subsequently.

12 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you had a positive experience with the information provided and our ongoing support. Thank you for sharing your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

SPW are a company that you can trust completely.

SPW has provided excellent support and information to me in a very difficult time of loosing my wife last October. The personal contact with my financial adviser has been invaluable in facing the formal submission for Probate which has been rapidly resolved by my solicitor. I look forward to a continuing happy relationship with SPW in the future.

11 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We are deeply sorry for your loss. It's good to know our support and information were helpful during this challenging time. We value our relationship with you and are glad the probate process was resolved quickly. We appreciate your kind words.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Excellent advice delivered in a way…

Excellent advice delivered in a way that's easy to digest.

12 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our advice was helpful and easy to understand. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Great growth in investment

Great growth in investment

11 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear about your investment growth. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Schroders Personal Wealth

Over several years our main contact with SPW has been with our financial adviser and her team and we are extremely content with the first class service we receive.
In determining our investment portfolio structure, SPW took time (and patience), to analyse our immediate and long-term needs etc and following discussions, we have an investments plan in place which is well-matched to our requirements.
What is very impressive is that when we have any on-line reviews with our adviser she is always well 'clued -up' and all matters are handled in a professional and confident manner.
WELL DONE...
As an aside, I am aware that Lloyds & SPW are joining forces.
I wish them much success and continue with the level of support provided to their clients.

28 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you're extremely content with the first-class service from your financial adviser and team. It's great to know the investment plan is well-matched to your requirements and that you feel supported. We appreciate your kind words and wish us success with the Lloyds partnership.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Personal Saver

Have been with Schroders coming up too three years, Growth has been very satisfactory, As well as ongoing advice, there are webinars were senior management give view on how markets are performing and what view they take from Budget statements by chancellor.

10 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your growth has been positive and that you value our advice and market insights from our webinars. We appreciate your positive feedback and thank you for being a client.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

So far my experience with SPW has been…

So far my experience with SPW has been good my advisor has been helpful and understanding.The advice has been good and reassuring.

10 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your experience has been positive. It's great to know your adviser has been helpful and understanding, and the advice reassuring. Thank you for your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Professional

Professional, speedy and available1

19 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our services met your expectations. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 4 van de 5 sterren

Schroders give a very good service as…

Schroders give a very good service as regards the finances of several members of my family. We benefit from having the same Schroders financial adviser for some ten years now or more.

26 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you've consistently received very good financial service from us. It's great to know that you value the long-term relationship with your financial adviser.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

As a client of nearly 20 years I have…

As a client of nearly 20 years I have found I can rely on their advice to be professional and trustworthy with never any sales pitch.

5 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate your long-standing trust in our professional advice. It's wonderful to hear that you've consistently found our guidance reliable and free of sales pressure over the past 20 years.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Recently retired couple from Bolton

My husband and I have both retired early and the advice given by Schroders Personal Wealth has been extremely helpful. We feel we are making informed choices with our savings for the future.

22 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that the advice has been extremely helpful for you both in retirement. It's great to know that you feel empowered to make informed choices about your savings for the future. Thank you for the positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Joshua explained everything very…

Joshua explained everything very clearly to me. I don't want to go in to detail about my investments. I don't understand them. I put my trust in my financial adviser to do the best for my money.

19 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate you taking the time to share your feedback. It's great to hear that everything was clearly explained and that you trust your financial adviser. We value your confidence in us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Great customer experience

Matthew took the time to fully understand my needs and consistently went above and beyond to ensure the advice and recommendations were aligned with my goals. His approach was thorough, diligent, and genuinely enthusiastic. He navigated third‑party challenges with calm pragmatism and kept the process moving smoothly. I felt fully supported throughout and confident in the quality of the guidance I received.

Matt is a credit to Schroders. Id highly recommend their services.

4 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate your positive feedback and are so glad the advice you received aligned with your goals. We are happy to hear that you felt supported and confident in the guidance provided. Thank you for recommending our services.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

No pressure with SPW

SPW was introduced to me through LLoyds Bank. I was initially cautious about discussing my finances with a new third party. However, the advisor set out options clearly and with no pressure. The weight of responsibility is now theirs, not mine and, judging by early returns, I made the right investment decisions.

19 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate you sharing your experience. We're happy to hear your adviser clearly presented options without pressure, easing your initial concerns. It's great to know you feel the weight of responsibility has shifted and that early returns are positive. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Schroders experience

Our experience with Schroders is always very good and our advisor Jarrod is excellent. Our reviews are always positive and interesting.

19 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your experiences with us are always very good. We appreciate your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Personal contact with adviser

Personal contact with adviser and being able to trust her/him

3 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you value the personal connection with your adviser and the trust you have in them. Thank you for your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Easily accessible advice and excellent…

Easily accessible advice and excellent service.

3 februari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you found our advice accessible and service excellent. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Rhydian at Schroders

Rhydian, Our financial advisor at Schroders, has looked after us for a number of years, helping us to both save money in tax, and invest wisely at a level we are comfortable with, and I would not hesitate to recommend Schroders to others

19 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you've had such a positive experience. It's great to know that your adviser has helped and the adviser's expertise and clear communication have consistently met your needs over the years. Thank you for recommending our services to others.

Schroders Personal Wealth

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