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

Good clear and helpful

Good clear concise information well delivered, good availability of help when needed

8 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our information was clear and our assistance was helpful. We appreciate you taking the time to leave us feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Trust & Confidence

Not being a financially savvy person I invested my pension in SPW after receiving advice from my bank. I have complete trust in SPW and my advisor who keeps me updated on matters relating to my investment in a language I can understand.

5 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you have complete trust in our services and that your adviser communicates clearly regarding your investment. We appreciate you sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 4 van de 5 sterren

Tick all reasonable boxes, I suppose

Helpful, Friendly, Patient and generally competant. I'm happy to be with them and I would recommend them.

However, they don't seem very familiar or interested in Ethical Investment.

22 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you find us helpful and competent. We appreciate your recommendation. Thank you for pointing out your interest in ethical investment, we will consider this feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Good company

I’ve invested with Schroders for a number of years now and have found them to be excellent. I haven’t a clue about the stock market so it’s great to have it managed for me. I’ve watched my money both rise and fall, but overall it’s been an investment worth making. My advisor is really good, both professional and friendly and he explains everything to me so that I know exactly what’s happening with my investment.

21 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you've had an excellent experience with your investment over the years. It's great to know that our adviser's professionalism and clear explanations have been beneficial to you. We appreciate you sharing your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Appreciated understanding and advice.

My personal advisor always understands my financial position and current thinking and offers helpful background and advice.

6 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

Happy to hear that your adviser understands your financial situation and offers helpful advice. We appreciate you sharing your positive experience with us.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

They are so helpful and explain things…

They are so helpful and explain things thoroughly. I would highly recommend

6 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We are glad to hear that our team was so helpful and thorough. We appreciate your recommendation and value your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

A highly trusted investment adviser

The adviser (for several years) has a close understanding of our circumstances, priorities, investment purposes and risk appetite. He always applies a broad and deep view of the multiple factors affecting our investments and a mature and down-to-earth attitude. Inspires trust and confidence.

6 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that the adviser's understanding of your circumstances, priorities, and investment goals inspires trust and confidence. We appreciate you sharing your experience.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Excellent service

Excellent service. Richard was knowledgeable, polite, easy to understand (in what is a very complicated field) and made us feel safer in where our funds are being held and how they're used.

20 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you had such a positive experience. It's great to know that Richard's knowledge and clear explanations helped you feel more secure about your funds. Thank you for your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Satisfied Customer

I have always been exceptionally pleased with the advice and guidance I have had from both my Schroder advisors that I have had. The ROI is in the area that I expected so have no financial concerns. I Have recommended them to family and friends.

20 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you've consistently received excellent advice and guidance. It's great to know your ROI is in line with your expectations. We appreciate you recommending us to your family and friends.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Personal Investment

Meghan is an absolute gem of an employee. Meets my requests, and is very competent in my dealings with her. Great Experience

6 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you had such a positive experience! It's great to know that your adviser met your needs and was competent in assisting you. Thank you for your feedback, we will ensure to pass the feedback onto Meghan.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

The adviser I have been allocated was…a star!

The adviser I have been allocated was so approachable and showed such interest in me as a client and my needs. She asked relevant questions to enable her to assess my needs and that is so important. She took the trouble to look information up for me and to 'phone me back with the answers.

5 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your adviser was approachable and attentive to your needs. It's great to know the questions asked were relevant and helpful in assessing your situation. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Whole picture approach to financial…

Whole picture approach to financial planning was very helpful as I approached retirement.

5 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our comprehensive financial planning approach was beneficial as you prepared for retirement. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 4 van de 5 sterren

Schroders keep me informed & up to date…

Schroders keep me informed & up to date on the progress my investments and offer timely advice on the market situation.

15 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you feel well-informed about your investments. It's great to know our market advice is helpful to you. Thanks for your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Safe, secure money advice.

Great advice from a trusted team.

9 december 2025
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We appreciate your trust in our team, and we're glad our advice was helpful to you. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Supportive, personal

Supportive, informative, personal. Able to meet in my bank in person. Take the time to know you.

1 december 2025
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our team was supportive, informative, and took the time to get to know you. We appreciate your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Savings / investment advice

Charlotte was so helpful and professional in her advice over several meetings ,understanding that we are " cautious savers " as in a new position following recent inheritence .
We would highly recomend Charlotte for her guidance and advice ,a credit too Schroders . Thank you

9 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that the guidance provided was so helpful. It's great to know that the support offered met your needs as cautious savers, we will be sure to pass on your kind words. Thank you for your recommendation and we appreciate your feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

A simple, clear survey.

The questions were brief and clear. Easy to complete the survey.

8 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that our survey was clear and easy to complete. Thank you for your feedback, we appreciate it.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Good service with excellent customer…

Good service with excellent customer support.

7 januari 2026
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that you had a good experience with our excellent customer support. Thank you for your positive feedback.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Great advisor

Great advisor, ensures product relates to need, gives in depth explanation and check understanding.
Excellent communication throughout process.

19 december 2025
Review zonder uitnodiging
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Antwoord van Schroders Personal Wealth

We're happy to hear that your adviser ensured the product fit your needs and that you received excellent communication. We appreciate you sharing your positive experience.

Schroders Personal Wealth

Beoordeeld met 5 van de 5 sterren

Good clear advice on planning for the…

Good clear advice on planning for the future and how best to use product range. No jargon, very understandable and really feel as though we are in safe hands

18 december 2025
Review zonder uitnodiging
Logo Schroders Personal Wealth

Antwoord van Schroders Personal Wealth

We're happy to hear that our advice was clear and helpful for your future planning. It's great to know you feel secure with our product range and approach. Thanks for your feedback.

Schroders Personal Wealth

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