Schroders Personal Wealth Avaliações 1.875

O TrustScore é 5 de um total de 5

4,8

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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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Avaliado com 5 de um total de 5 estrelas

Very clear what you are investing in.

Very clear what you are investing in.
No forcing you to invest
All at your pace

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

Resposta da Schroders Personal Wealth

We appreciate you taking the time to share your thoughts. We're happy to hear that you found our investment approach clear and flexible to your needs.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Our adviser works hard

Our adviser works hard to understand our family and our relationship with money

24 de fevereiro 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 family and your relationship with money. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Sound Investment Company

I have invested with Schroders Personal Wealth for just over three years and cannot believe the return on my investment . I wasn’t sure which company to put my investment into and had three in mind however I am so please I chose Schroders . Tom Richardson my personal advisor has been brilliant advising me on the amount I needed to invest leaving plenty for me to have in other personal accounts to cover anything which I might need it for in the future. Other advisors were committing me to higher investment amounts and in hindsight that would have left me short to pay tax bills and fund a nice lifestyle , I cannot be more relieved or happy that I chose Schroders and have been happy to recommend them to my friends and family .

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

Resposta da Schroders Personal Wealth

We're happy to hear about your positive investment experience over the past three years. It's great to know your advisers guidance aligned well with your financial needs and goals. We appreciate you recommending us to your friends and family.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

My family has used the services of…

My family has used the services of Lloyds Private Banking and subsequently Schroder’s Personal Wealth for many years. The advice has proved beneficial and now that I am on my own and in retirement it is good to know that my financial affairs are being well managed. It is reassuring to know that I can contact them by phone and speak to a live person immediately if necessary and also receive a visit to my home once a year by a helpful and friendly personal advisor.

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

Resposta da Schroders Personal Wealth

We're happy to hear that our advice has been beneficial for you and your family over the years. It's great to know that you feel secure in your retirement, with your financial affairs being well managed. We appreciate your feedback regarding our phone accessibility and home visits.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Update visit

I found the survey easy to follow, and the questions asked were very to the point and covered my experience following my visit to the branch.

I also find that the staff will answer any points I might raise based on current world events.

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

Resposta da Schroders Personal Wealth

We're happy to hear that our survey was easy to follow and relevant to your branch visit experience. We appreciate that you find our staff helpful and informative regarding current events. Thanks for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

I would absolutely recommend SPW

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 understanding my priorities.
He gave me the confidence to invest and secure my finances for the future .
Chris was extremely knowledgeable, helpful and patient ,making sure I understood and was happy to proceed at each and every point.
I trust my money is in safe hands and best of all I can now afford to retire.
Many thanks
Cindy

14 de janeiro de 2026
Avaliação não solicitada
logotipo da Schroders Personal Wealth

Resposta da Schroders Personal Wealth

We're happy to hear that you had such a positive experience. It's wonderful to know your adviser provided the knowledge and support you needed during a challenging time, giving you confidence in your financial future and retirement. Thank you for recommending us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Highly recommended

Personal advisor who has been there for a while so no need to get to know or trust a new person each time. Our advisor Adam Cox is clearly knowledgeable and clear in discussions as well as being open and approachable. Would highly recommend SPW

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

Resposta da Schroders Personal Wealth

We're happy to hear that you value the consistency of having a long-term adviser. It's great to know that you find your adviser knowledgeable, clear, open, and approachable. Thank you for recommending us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Service Rating

The review is easy to follow.

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

We're happy to hear that our review was easy to follow. We appreciate your feedback and time.

Schroders Personal Wealth

Avaliado com 4 de um total de 5 estrelas

Our Personal Wealth Advisor is very…

Our Personal Wealth Advisor is very helpful and easy to understand any financial advice given.19

19 de fevereiro 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 your adviser is helpful and makes financial advice easy to understand. Thank you for your review.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Joshua is very kind and patient.

Joshua is very kind and patient.
It really helps to have the consultation at home.

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

Resposta da Schroders Personal Wealth

We're happy to hear that the consultation at home was helpful, and we appreciate your kind words about the team member's patience. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Exemplary Advice, Service and Performance…

Very happy with Service and Performance from Schroder, and especially the exemplary assigned Advisor: DANIELLE GRIFFITHS!

I am very grateful for her extensive knowledge and clear explanations with advice very well curated and tailored to match both my own personal circumstances, and plans!!

5 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 and performance. We truly appreciate your positive feedback regarding the adviser's knowledge, clear explanations, and tailored advice to match your personal circumstances and plans. Thank you.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Financial advise

My adviser helped me immensely to invest my money in the best way.

5 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 helped you through your financial journey. Thank you for sharing your positive experience with us!

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The best financial advice service I have received

The financial adviser who visited me was exceptional. He was unhurried, understood my investment needs, and explained my options clearly. The service I received was faultless.

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

Resposta da Schroders Personal Wealth

We're happy to hear that your adviser understood your investment needs and clearly explained your options. We appreciate you taking the time to share your positive experience.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Good advice.…

Good advice and products that are relevant to us and an excellent wealth consultant

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 advice and products relevant and that you value your consultant's expertise. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Great advice and trustworthy

We always get great advice from Caroline Cooke at Schroders. She listens to our concerns and always gives us advice that is relevant to us. They are a trustworthy company and I feel that our investments are in good hands.

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

Resposta da Schroders Personal Wealth

We're happy to hear that you feel well-advised and that your investments are in good hands. It's great to know that the advice you've received has been relevant to your specific needs. Thank you for your trust and for sharing your positive experience.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

My advisor listened to my situation

My advisor listened to my situation, took on board what my aim is and tailored the advice to my personal circumstances. Excellent service provided and I feel valued and trust the information I have been given

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

Resposta da Schroders Personal Wealth

We're happy to hear that your adviser understood your situation and provided tailored advice to meet your goals. We value your trust and appreciate your feedback on the excellent service you received.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Friendly professional advisors

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

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

Good investment advice

Great advice and information on investments

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

Resposta da Schroders Personal Wealth

We're glad you found our investment advice and information helpful. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Consistent helpful service

Consistent helpful service, cost structure fair, performance good . Advice and access to money easily available .

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

Resposta da Schroders Personal Wealth

We're happy to hear that our service is helpful and consistent for you. We appreciate your feedback regarding our performance, and accessibility. Thank you for your positive feedback.

Schroders Personal Wealth

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