Schroders Personal Wealth Avaliações 1.875

O TrustScore é 5 de um total de 5

4,8

Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Detalhes da empresa

  1. Empresa de Investimentos
  2. Serviços de Investimentos
  3. Serviço financeiro não-bancário

Escrito pela empresa

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


Informações de contato

4,8

Excelente

O TrustScore é 5 de um total de 5

2 mil avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Na Trustpilot, é muito importante o conteúdo humano. Esta empresa também pode acessar nossa ferramenta de resposta auxiliada por IA, que os ajuda a redigir respostas.

Como esta empresa usa o Trustpilot

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As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 1 de um total de 5 estrelas

I have put one star because 0 start is…

I have put one star because 0 start is not an option
This is a wealth transfer company not a wealth management company

22 de abril de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

Thank you for leaving your review. We're really sorry to hear that your experience hasn't met expectations. We understand you've since spoken with our team and have agreed next steps to help address this. If there’s anything else we can do to help, please don’t hesitate to get in touch at contact@spw.com.

Avaliado com 5 de um total de 5 estrelas

Give clear honest easy to understand advice

Give clear honest easy to understand advice on the products available and fully explained with all the charges involved and what the expected returns can be

18 de abril de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

Thank you for your review. We're happy to hear that you found our advice clear, honest, and easy to understand. We appreciate your feedback regarding our explanations of charges and expected returns.

Avaliado com 5 de um total de 5 estrelas

Excellent financial advice to help me…

Excellent financial advice to help me get clarity regarding planning of my future retirement, savings and pension.

31 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

Thank you for sharing your experience. We're happy to hear that our financial advice provided you with clarity in planning your retirement, savings, and pension.

Avaliado com 5 de um total de 5 estrelas

Schroders Personal Wealth caters to my…

Schroders Personal Wealth caters to my personal needs and is always a friendly voice at the end of a telephone.

7 de abril de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that our services meet your needs, and we appreciate you mentioning the friendly support available to you. Thank you for your positive review.

Avaliado com 5 de um total de 5 estrelas

Effective interaction with personal advisor

Interaction with personal advisor is efficient and useful; webinars are topical and relevant for us.

25 de março de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

Thank you for your review. We're so pleased to hear you've had a positive experience with us and our webinars relevant.

Avaliado com 5 de um total de 5 estrelas

having financial advice clearly…

having financial advice clearly explained properly

27 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that our advice was clearly explained. Thank you for your positive feedback.

Avaliado com 5 de um total de 5 estrelas

Very helpful and knowledgeable advice…

Very helpful and knowledgeable advice from someone who understands our situation in life,

27 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

Thank you for taking the time to share your feedback. It's great to know your adviser provided clear guidance and support - that's exactly what we aim for.

Avaliado com 5 de um total de 5 estrelas

Shroeders Personal Wealth

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 aspects of financial advice is tailored to your individual circumstances. If I have any queries throughout the year then I can contact my financial advisor at any time. Excellent service

23 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that you've had such a positive experience. It's great to know that our detailed and personalised advice, along with the accessibility of your adviser, meets your needs. Thank you for your valuable feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The approachability & trustworthiness…

The approachability & trustworthiness of their representative Bruno Celimon has been second to none & has given us a great understanding of the value of investment portfolios.

25 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We appreciate you sharing your experiences. It's great to hear that the representative's approachability and trustworthiness helped you gain a better understanding of investment portfolios. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Very helpful and trustworthy

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 informed decision with regard to our finances.
From our point of view we would certainly recommend them.

24 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that our advice and support have helped you navigate the financial markets and make informed decisions. We appreciate your recommendation and thank you for your continued trust.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Total Trust at the Personal Level

As elderly investors of modest means, ready access to a financial adviser we have come to know personally and whose advice we respect has proved invaluable. In this age of geo-political volatility, calm, intelligent and knowledgeable advice is something to cherish. This is SPW's greatest strength.

9 de abril de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We appreciate your kind words. It's wonderful to know that our accessible, knowledgeable advice provides you with invaluable support. We value the trust you've placed in us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Early days but I feel SPW are handling…

Early days but I feel SPW are handling my finances well

8 de abril de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that you feel we are managing your finances well. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Benefits of a long term relationship

They have a detailed knowledge of our circumstances and relate their advice to our real needs.

8 de abril de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that our advice aligns with your specific needs and circumstances. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

It has taken me a while to consider…

It has taken me a while to consider investment but Dan made it easy in my own time. We took a year but I am glad I am where I am now.

23 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We appreciate you sharing your experience. We're happy to hear that you felt at ease making investment decisions at your own pace, and we are glad you are where you are now.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Security of investments

I feel that my investments are secure with them

7 de abril de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that you feel secure with your investments. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

I appreciate the personal approach

I appreciate the personal approach
during a review. My questions were answered in a professional manner ensuring I understood what was being discussed. Everything was clear. I know that support is always at hand.

23 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We appreciate you sharing your feedback. We're happy to hear that the review process was clear and that our support met your needs in a professional way. It's great to know you feel supported.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Schroders have given me financial

Schroders have given me financial advise over the past 3 years, the information is easy to understand and clear. There is never any pressure to make a decision that I’m not satisfied with. There are always opportunities for me to ask questions and to make contact with them in between my annual reviews.
The use of Teams meetings is also convenient and allows for personal interaction.

20 de março de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We appreciate your positive feedback. It's great to hear that you find our financial advice clear and easy to understand, and that you feel comfortable with our approach. We're also glad the Teams meetings are convenient for you. Thank you for sharing your experience.

Schroders Personal Wealth

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