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

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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 5 de um total de 5 estrelas

First class products and people

First class products and people. Lydia is a superb adviser who provides a personalised service focused on my objectives.

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

We're happy to hear that you had a positive experience with our products and team. We appreciate your kind words and are so glad the advisor met your objectives.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Schroeder’s review/feedback

Since joining Schroeder’s we have received excellent advice and our advisor John has always been very helpful.

19 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 and have received excellent advice since joining. We appreciate your kind words and are glad your adviser has been helpful!

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Great support and information sharing

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 contact with Schroder’s personal wealth.
I found it very reassuring when the advisor spoke to me in terms I could understand. He took time to explain options and encouraged questions while setting up my investments.
I particularly like the app, even though I don’t access it often, all of the information and reports are always available.
The annual review meetings are invaluable to ensure that I’m still happy with my investments.
Overall I feel well supported and informed

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

We're happy to hear that your adviser explained your options clearly and encouraged your questions. It's great to know you find the app and annual reviews helpful in staying informed and supported with your investments. Thank you for sharing your positive experience.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Really easy and stress free experience

Really easy and stress free experience

My adviser took the time to really connect with me, was very personable and friendly. It has always been a great experience dealing with SPW. I look forward to the future knowing my plans are in safe hands.

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

Resposta da Schroders Personal Wealth

We're happy to hear that your experience was easy and stress-free. We appreciate that your adviser connected with you and that you find dealing with us a great experience. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent adviser

It keeps me informed and up to date. OUR dviser is very helpful and personable and understanding.

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

Resposta da Schroders Personal Wealth

We're happy to hear that our service keeps you well-informed. It's great to know your adviser is helpful, personable, and understanding. Thank you for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Very positive and helpful

Very positive and helpful

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

Resposta da Schroders Personal Wealth

We appreciate you taking the time to share your helpful and positive experience with us. Thank you.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent

Excellent, very satisfied with the service I have received so far, my advisor is always willing to answer any questions I have and gives me the best advice possible and is helping me to grow my confidence as I’m an new to investing, I would highly recommend this team .

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

Resposta da Schroders Personal Wealth

We're happy to hear that you're very satisfied with our service. It's great to know your adviser is helping you grow your confidence as you learn about investing. We appreciate your recommendation.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The quality of the contact manager is…very good18

The quality of the contact manager is good. Stays with you overtime and gets to know you and your views.

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

Resposta da Schroders Personal Wealth

We're happy to hear that you find the contact manager helpful. It's great to know it supports you over time and learns your perspectives. Thank you for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent Personal Service

I am very impressed with the personal service I always receive at online meetings..

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

Resposta da Schroders Personal Wealth

We're happy to hear that you're impressed with the personal service you receive during our online meetings. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Retirement Planning

Having a personal wealth advisor, to guide us through retirement planning has been invaluable. Our advisor listened to our aspirations and planned accordingly. We have built a trusting relationship with our advisor and we feel confident & well informed about our financial situation now and for the future.

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 guidance through retirement planning has been invaluable for you. It's wonderful that your adviser listened to your aspirations and that you've built a trusting relationship. We appreciate your confidence in our handling of your financial future.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

In my experience SPW is professional, trustworthy and helpful

I have been a customer with Schroders for a number of years and my experience is of a trustworthy and professional firm, with knowledgeable advisors giving clear, helpful advice in an approachable and friendly manner.

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

Resposta da Schroders Personal Wealth

We appreciate your long-standing custom. It's great to hear that you've consistently found our firm trustworthy and professional, and our advisers knowledgeable, approachable, and friendly. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The contribution made by My wealth…

The contribution made by My wealth advisor Rhydian Griffths.

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

We appreciate you acknowledging the contributions. We're happy to hear that you had a positive experience. Thank you for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

I felt my interests and needs were…

I felt my interests and needs were taken into account and I completely trusted my advisor.

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

Resposta da Schroders Personal Wealth

We're happy to hear that your interests and needs were considered, and you trusted your adviser. We appreciate your positive feedback and thank you.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Understandable meetings

The face to face meetings with our personal financial advisor are very instructive and clear and answer all our questions with language that we understand, as I have never worked in the financial sector

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

Resposta da Schroders Personal Wealth

We're happy to hear that your adviser's explanations are helpful and easy to understand during your meetings. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Assured advice with no pressure

Assured advice with no pressure

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

Resposta da Schroders Personal Wealth

We're glad you felt assured and not pressured. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Trustworthy and supportive

Really friendly personal support and a clear awareness of my financial situation and commitments.

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

Resposta da Schroders Personal Wealth

We're happy to hear that you received friendly, personal support. It's great to know our team clearly understood your financial situation and commitments. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Sam was a joy

Sam was a joy
professional and knew what she was speaking of. Never once pushed us to invest, gave full facts before we committed.
Thank you Sam, we look forward to working with you.
Tony & Sian

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

Resposta da Schroders Personal Wealth

We're happy to hear that you found your experience so positive and professional. We appreciate your kind words and are so glad you felt comfortable with the facts provided. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Professional, relevant and friendly.

The advice given was relevant, professional and delivered in a friendly way.

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

Resposta da Schroders Personal Wealth

We're happy to hear that the advice was relevant and delivered professionally and warmly. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

They give a realistic assessment of…

They give a realistic assessment of your prospects.My financial advisor is both helpful and honest explaining the potential gains and pitfalls than can occur.I feel my investment is in safe hands.

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

Resposta da Schroders Personal Wealth

We're happy to hear that our realistic assessment of your prospects and your advisor's honesty have given you confidence. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Reliable

Reliable, professional and experienced staff

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

Resposta da Schroders Personal Wealth

We appreciate you sharing that our team is reliable, professional, and experienced. Thank you for your positive feedback

Schroders Personal Wealth

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