Schroders Personal Wealth

Schroders Personal Wealth We are now Lloyds Wealth. While our name has changed, our commitment to you has not. Head to our website to stay connected > www.lloydswealth.com

A new company backed by 400 years' experience. Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approac

h to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.

ISAs could be a simple way to support younger generations and help balance wealth across your family – alongside improvi...
25/03/2026

ISAs could be a simple way to support younger generations and help balance wealth across your family – alongside improving your long-term tax position.

Find out how ISAs could support your family’s tax planning >> https://www.spw.com/insights/using-isas-to-support-wealth-transfer-across-generations/?utm_source=facebook&utm_medium=social&utm_campaign=familytaxplanning&utm_content=post

Fees and charges apply.

Tax depends on your circumstances and can change.

Investments can go down as well as up.

Are you making the most of your ISA? With the end of the tax year approaching - and a new one just around the corner - n...
20/03/2026

Are you making the most of your ISA? With the end of the tax year approaching - and a new one just around the corner - now could be a good time to reflect on how your savings and investments are working for you.

Our recent articles explore how ISAs can be crucial at every stage of your financial journey.

Discover more about how you could use yours >> https://www.spw.com/insights/?utm_source=facebook&utm_medium=social&utm_campaign=isasummary2026&utm_content=post

Fees and charges apply.

Investments can go down as well as up.

The Bank of England has held the base rate at 3.75% - a decision shaped by rising global uncertainty.With markets reacti...
19/03/2026

The Bank of England has held the base rate at 3.75% - a decision shaped by rising global uncertainty.

With markets reacting to geopolitical tensions, now may be a good moment to review whether your financial plan is working effectively for you.

Find out more about what this means for your finances >> https://www.spw.com/insights/bank-of-england-holds-interest-rates-amid-global-tensions/?utm_source=facebook&utm_medium=social&utm_campaign=boemarch2026&utm_content=post

Fees and charges apply.

Investments can go down as well as up.

Many of us could be missing opportunities to make the most of our tax allowances, and with tax rules continuing to evolv...
13/03/2026

Many of us could be missing opportunities to make the most of our tax allowances, and with tax rules continuing to evolve, now could be a good time to review your financial plan.

Our recent article explores some of the key allowances available and how they could support your goals.

Find out more >> https://www.spw.com/insights/making-the-most-of-your-tax-allowances/?utm_source=facebook&utm_medium=social&utm_campaign=taxallowances2026&utm_content=post

Fees and charges apply.

Tax depends on your circumstances and can change.

Pension values can rise or fall over time. The benefits of your plan could fall below the amount(s) paid in.

06/03/2026

When geopolitical events dominate the headlines, it’s natural for investors to question what this means for markets.

Our Chief Investment Officer, Alan Goodman, explains why long-term investing with a diversified portfolio remains so important during times of volatility.

Read more here > https://www.spw.com/insights/why-long-term-perspective-matters-in-times-of-global-uncertainty/?utm_source=facebook&utm_medium=social&utm_campaign=geopoliticaluncertainty26&utm_content=post

Fees and charges apply.

Investments can go down as well as up.

27/02/2026

When policy changes are making headlines, it’s natural to wonder what it means for your financial plans.

Following last year’s Autumn Budget, SPW Personal Wealth Adviser, Vanessa Hubbard shares how she approaches these conversations - and why having a clear, long-term plan can provide reassurance in uncertain times.

If you’d like to discuss your financial plans, book your appointment with us today >> https://www.spw.com/book-a-call/?utm_source=facebook&utm_medium=social&utm_campaign=budgetheadlinesclip&utm_content=post

Fees and charges apply.

Tax depends on your circumstances and can change.

17/02/2026

Following last year’s Autumn Budget, you might be wondering what the changes to ISAs mean for your savings.

🔍Our Chief Investment Officer, Alan Goodman explains the key differences between cash ISAs and investment ISAs, and what to consider when deciding how to use your allowance.

💡Tax-efficient saving doesn’t have to be complicated – find out what could work for you > https://www.spw.com/insights/cash-isa-vs-investment-isa/?utm_source=facebook&utm_medium=social&utm_campaign=cashvsinvetmentisa&utm_content=post

Fees and charges apply.

Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors might not get back their initial investment.

Cash savings and investments are protected to the value of £120,000 and £85,000 respectively per person per institution by the Financial Services Compensation Scheme (FSCS).

The Bank of England has kept the base rate unchanged at 3.75% today. With inflation easing more slowly than expected, th...
05/02/2026

The Bank of England has kept the base rate unchanged at 3.75% today.

With inflation easing more slowly than expected, the Bank’s steady stance underlines the value of regularly reviewing your financial plans. Whether you’re planning, saving or investing - moments like this can be a helpful reminder to check that your long-term goals still feel right for you.

Explore practical guides and insights to support your financial decisions at spw.com >> https://www.spw.com/insights/?utm_source=facebook&utm_medium=social&utm_campaign=baseratejan&utm_content=post

Fees & Charges apply.

The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors might not get back their initial investment.

Address

25 Gresham Street
London
EC2V7HN

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Schroders Personal Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Schroders Personal Wealth:

Shortcuts

Share

Category