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

Veja como as avaliações e classificações são obtidas, pontuadas e moderadas.

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

Everything is clearly explained and…

Everything is clearly explained and understood

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

We're happy to hear that everything was clearly explained and understood! Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Sound financial advice

I have used Schroders Personal Wealth (SPW) and previously Lloyds Private Banking for many years. I have always been provided with sound financial advice during this time taking into account any changes in my personal circumstances and attitude to risk. I like to have a face to face meeting at home with my personal wealth adviser at least once a year and I am always able to make contact by phone or email should I have any further questions that may arise during the year. My current adviser, Joshua, is helpful, friendly, knowledgeable, clear and approachable. I am very happy with the service provided by SPW.

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

We appreciate your long-standing relationship with us and value your feedback. We're happy to hear that you've consistently received sound financial advice, tailored to your personal circumstances. It's great to know that you find the face-to-face meetings and ongoing contact helpful, and that you are very happy with the service. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Clear

Clear, reliable and friendly advice that pays off.

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

We're happy to hear that our advice was clear, reliable, friendly, and worthwhile. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

I learned quite a bit about my finance…

I learned quite a bit about my finance situation.

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

We're glad you found value in learning about your finances. Thank you for sharing your experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Financial investment

Good, sound financial advice.
Face to face or online consultations.
Funds managed well enabling profit.
Representatives knowledgeable, approachable and easily accessible.

3 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 our financial advice helpful and our representatives knowledgeable and approachable. We appreciate you acknowledging our fund management and accessibility. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Good Value

My advisor at Schroders has an excellent understanding of my needs.

4 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 understands your needs well. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

I like being able to meet my adviser…

I like being able to meet my adviser and there always seems to be time to discuss things fully. I do not feel rushed. The advice has always been good and my investment has fared well.

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

Resposta da Schroders Personal Wealth

We're happy to hear that you feel your meetings are thorough and unhurried. It's great to know that you value the advice you've received. Thank you for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The experience received is helpful and…

The experience received is helpful and professional.

2 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 our service helpful and professional. Thank you for your positive feedback, we appreciate it.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent customer service

I have experienced clear understable guidence from the two advisors that I have had the opportunity of deaing with. My experience and guidence has been very positive to date.

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

We're happy to hear that the guidance you've received from your adviser has been clear and understandable. We appreciate you sharing that your experience has been positive so far.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Clear advice

2 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.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

At the moment this service works for me.

I am very pleased with the service Schroders Personal Wealth are giving me,I feel confident that the advice and information is working in my favour.

17 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 pleased with our service. It's great to know you feel confident that our advice and information are working for you. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Schroders personal wealth

Schroders personal wealth is an easy company to deal with. They give you honest advice & take time to deal with any worries you may have. Adan dudley is my advisor & im impressed with how knowledgeable & patient he is.

2 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 our company easy to deal with. It's great to know you feel you receive honest advice, and your adviser addresses your worries patiently and with expertise. We appreciate your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The efficiency with which the meeting…

The efficiency with which the meeting was conducted.

24 de fevereiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're glad the meeting was efficient. Thank you for sharing your positive experience with us, we appreciate your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

My financial advisor is always helpful

My financial advisor is always helpful, knowledgeable and tries to advise me in the best way possible

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

Resposta da Schroders Personal Wealth

We're happy to hear that your financial adviser is helpful and knowledgeable. We appreciate you sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 4 de um total de 5 estrelas

Assistance in making the right decision…

Assistance in making the right decision regarding our investments in the schroder package.

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

Resposta da Schroders Personal Wealth

We appreciate your feedback. We're glad you found our assistance helpful in making investment decisions.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Responsible and human financial advice

Good quality service delivered with clarity and - notable for financial services - humanity by experienced advisers.

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

Resposta da Schroders Personal Wealth

We are glad to hear that you received good quality service from our experienced advisers. We appreciate your highlighting their clarity and humanity. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Schroders Personal Wealth

The company provides clear and practical advice on investing in a shares ISA, and send informative emails on a regular basis that keep me up to date with current market trends

12 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 our shares ISA advice clear and practical. It's great to know our informative emails keep you updated on market trends. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent honest advice

Excellent honest advice, and time taken to explain.

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

Resposta da Schroders Personal Wealth

We are glad to hear that our advice was helpful, and we appreciate you taking the time to share your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Good

Good, clear advice. Wealth goals explained well.

11 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 clear and our explanations of wealth goals were helpful to you. Thank you for your feedback.

Schroders Personal Wealth

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