Schroders Personal Wealth

London, United Kingdom Founded: 2019 • Age: 7 yrs
Provides financial advice, retirement planning, and investment services for individuals.

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
  • Sectors
    Business Services
    Financial Services
  • Website category Finance · Financial Planning and Management
  • Email
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  • Phone
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  • 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.

Financial Planning
Advisory

Offers personalized plans for achieving financial goals

Wealth Management
Investment

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).

NameRoleGroup
Lydia Weatherley
Financial Planning DirectorLeadership
Leanne Walsh
Head Of Treasury & CapitalLeadership
Mark Newman
Head Of Enterprise RiskLeadership
Julian Walker-Hazell
Head Of CASS & Platform OperationsLeadership
Michael Cole
Deputy Chief Investment OfficerLeadership
Michael Phillips
Head Of Legal, Advice And Central FunctionsLeadership
Andrew Barton
Financial Planning DirectorLeadership
Sarah Bass
Head Of Client Services RelationshipsLeadership
Ashley Scott
Business Management, Chief Operating Office At Schroders Personal WealthLeadership
Alessandro Gaita
Financial Planning DirectorLeadership
Bev Joughin
Financial Planning DirectorLeadership
Lesa Kilby Apfs
Financial Planning DirectorLeadership
Charlotte Parkin
Business Manager - CEO OfficeLeadership
Matt Wilson
Head of Operational Resilience & ControlLeadership
Minke Niemeijer Dippfs
Financial Planning DirectorLeadership
Arron H.
Head Of CASS - InterimLeadership
Emma Spratley
Head Of Compliance OfficeLeadership
Richard Allan Mbe Msc
Financial Planning DirectorLeadership
Sharon George
HR Systems Business PartnerLeadership
Judith Evans
Head Of Risk ControlLeadership

127 more people are available in the full profile.

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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 NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fosterdenovo.com2005London, United Kingdom$131.13M
Financial planning and advisory services are provided to clients.
fidelius.co.uk1998Bath, United Kingdom
Provider of wealth management services
mcmllc.com1992Manchester, United Kingdom34
Multi-family office services are provided for wealth management.
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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 visits
    680.7K

    ▼ 6.7% vs previous month

  • Unique visitors
    14.6K

    per month

  • Global rank
    #674,655

    among all websites

  • Category rank
    #7,640

    Finance · Financial Planning and Management

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97%
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4.9M#12,689View details
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92%
2.9M#16,597View details
indiafilings.com
90%
2.1M#29,959View details
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
••••••••••••••••.com••%•.•M#•••••–
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  • Audience overlap
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Related news about Schroders Personal Wealth

Schroders Personal Wealth to launch own platform this summer
International-Adviser • 2 years ago
Birmingham hire at Evelyn Partners
Insidermedia • 3 years ago
Aveni’s AI tech to power Schroders’ key function
Dailybusinessgroup • 3 years ago
Schroders Personal Wealth names new CEO of ACD unit
Privatebankerinternational • 3 years ago
Schroders Personal Wealth appoints new chief client officer
Privatebankerinternational • 4 years ago
Schroders Personal Wealth expands UK reach with new Leeds office
Privatebankerinternational • 5 years ago
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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.

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