
About Schroders Personal Wealth
Schroders Personal Wealth is a Business Services company based in London (United Kingdom) founded in 2019. It provides financial advice, retirement planning, and investment services for individuals. It operates on a B2C and Advisory Services model in Business Services and Financial Services sectors. Its website spw.com draws about 681 thousand monthly visits. Schroders Personal Wealth offers products and services including Financial Planning and Wealth Management. Its focus areas include Wealth Management, Personal Finance, Advisory Services and Investment Tech. Its legal entity is SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH LIMITED. Its competitors include Foster Denovo, Fidelius and Manchester Capital Management; 1 of its 3 listed competitors has raised funding.
Company details
Schroders Personal Wealth, part of Scottish Widows, delivers personalized financial planning and wealth management through advisers across the UK. They assist clients with retirement, protection, saving, investing, and estate planning. Based in London, the company focuses on helping individuals and families achieve long-term financial goals via tailored strategies and support teams. Services include free initial consultations and ongoing advice to ensure financial security.
- Headquarters London, United Kingdom
- SectorsBusiness ServicesFinancial Services
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website spw.com
- Social LinkedIn X Facebook Instagram
- Legal Name Scottish Widows Schroder Personal Wealth Limited
- Date of Incorporation 11 Dec, 2018
- Jurisdiction LONDON, UNITED KINGDOM
Products & Services of Schroders Personal Wealth
Schroders Personal Wealth offers a comprehensive portfolio of products and services, including Financial Planning and Wealth Management.
Offers personalized plans for achieving financial goals
Manages savings and investments for long-term growth
People of Schroders Personal Wealth
147 people are tracked at Schroders Personal Wealth (44 in leadership, 103 in team).
| Name | Role | Group |
|---|---|---|
Lydia Weatherley | Financial Planning Director | Leadership |
Leanne Walsh | Head Of Treasury & Capital | Leadership |
Mark Newman | Head Of Enterprise Risk | Leadership |
Julian Walker-Hazell | Head Of CASS & Platform Operations | Leadership |
Michael Cole | Deputy Chief Investment Officer | Leadership |
Michael Phillips | Head Of Legal, Advice And Central Functions | Leadership |
Andrew Barton | Financial Planning Director | Leadership |
Sarah Bass | Head Of Client Services Relationships | Leadership |
Ashley Scott | Business Management, Chief Operating Office At Schroders Personal Wealth | Leadership |
Alessandro Gaita | Financial Planning Director | Leadership |
Bev Joughin | Financial Planning Director | Leadership |
Lesa Kilby Apfs | Financial Planning Director | Leadership |
Charlotte Parkin | Business Manager - CEO Office | Leadership |
Matt Wilson | Head of Operational Resilience & Control | Leadership |
Minke Niemeijer Dippfs | Financial Planning Director | Leadership |
Arron H. | Head Of CASS - Interim | Leadership |
Emma Spratley | Head Of Compliance Office | Leadership |
Richard Allan Mbe Msc | Financial Planning Director | Leadership |
Sharon George | HR Systems Business Partner | Leadership |
Judith Evans | Head Of Risk Control | Leadership |
127 more people are available in the full profile.
Complete people profiles for Schroders Personal Wealth
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Competitors of Schroders Personal Wealth
Schroders Personal Wealth has 3 listed competitors in our database, 1 of them funded. They include Foster Denovo, Fidelius and Manchester Capital Management.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fosterdenovo.com | 2005 | London, United Kingdom | $131.13M | Financial planning and advisory services are provided to clients. | ||
| fidelius.co.uk | 1998 | Bath, United Kingdom | Provider of wealth management services | |||
| mcmllc.com | 1992 | Manchester, United Kingdom | 34 | Multi-family office services are provided for wealth management. |
Detailed competitors of Schroders Personal Wealth
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- Full competitor set
- Operating metrics
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Web traffic of Schroders Personal Wealth
The website of Schroders Personal Wealth (spw.com) receives about 680.7K visits a month and ranks #674,655 among all websites worldwide, #7,640 in Financial Planning and Management.
- Monthly visits680.7K
▼ 6.7% vs previous month
- Unique visitors14.6K
per month
- Global rank#674,655
among all websites
- Category rank#7,640
Finance · Financial Planning and Management
- Bounce rate46%
- Pages per visit3.3
- Average visit1 min 08 sec
- DevicesDesktop 11% · Mobile 89%
Websites whose visitors overlap most with Schroders Personal Wealth. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| falconebiz.com | 100% | 959.8K | #63,970 | View details | |
| tofler.in | 97% | 556K | #105,509 | View details | |
| zaubacorp.com | 96% | 4.9M | #12,689 | View details | |
| tracxn.com | 92% | 2.9M | #16,597 | View details | |
| indiafilings.com | 90% | 2.1M | #29,959 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Schroders Personal Wealth
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- Audience overlap
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Related news about Schroders Personal Wealth
Complete news archive for Schroders Personal Wealth
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Frequently Asked Questions about Schroders Personal Wealth
Schroders Personal Wealth was founded in 2019.
Schroders Personal Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Schroders Personal Wealth, part of Scottish Widows, delivers personalized financial planning and wealth management through advisers across the UK. They assist clients with retirement, protection, saving, investing, and estate planning. Based in London, the company focuses on helping individuals and families achieve long-term financial goals via tailored strategies and support teams. Services include free initial consultations and ongoing advice to ensure financial security.
Schroders Personal Wealth's top competitors include Foster Denovo, Fidelius and Manchester Capital Management.
Schroders Personal Wealth offers Financial Planning and Wealth Management.
Schroders Personal Wealth operates through Scottish Widows Schroder Personal Wealth Limited.
The website of Schroders Personal Wealth receives about 681 thousand visits a month and ranks #674,655 among all websites worldwide.
