Schroders Personal Wealth was launched in 2019 as a joint venture between two established UK financial firms, Schroders plc and Lloyds Banking Group. The company combines Lloyds' significant UK client base with Schroders' extensive investment and wealth management expertise. Its primary mission is to provide accessible, personalised financial planning and investment advice to individuals across the UK, covering areas such as retirement planning, investment management, and inheritance tax planning.

Founded in

United Kingdom