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

Sound financial advice

Good, sound financial advice and online service.

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

We're happy to hear that you found our financial advice and online service helpful. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The SPW representative took the time…

The SPW representative took the time and had the patience to move us through the process at our pace.

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

Resposta da Schroders Personal Wealth

We're happy to hear that our representative was patient and accommodating as we guided you through the process at a comfortable pace for you. Thank you for the positive feedback.

Schroders Personal Wealth

Avaliado com 4 de um total de 5 estrelas

The communications and discussions with…

The communications and discussions with the advisor were considered and tailored to my specific requirements. The graphics supporting his conclusions were clear and showed what was needed to achieve my financial objectives.

29 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're happy to hear that the advice was tailored to your needs. It's great to know that the visuals helped clarify the path toward your financial goals. Thank you for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent experience.

The help and support I have received as someone with little knowledge or experience of investing has been exceptional nothing is too much trouble and because of that I feel much more confident and don’t worry so much about risk . I wouldn’t hesitate to recommend SPW .

15 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're happy to hear that our support has helped you gain confidence in investing. It's great to know our team could make a difference by providing comprehensive assistance. Thank you for recommending us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Reliable

Reliable. Very trustworthy.

14 de janeiro 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

Face to face with the advisor makes it…

Face to face with the advisor makes it a human experience in this increasingly digital world.

13 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're glad you enjoyed the human connection in our service. It means a lot to us that you value this aspect in today's digital landscape. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

A very satisfying meeting

Positive meeting with my personal advisor who could answer my questions and give sound advice.

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

Resposta da Schroders Personal Wealth

We're happy to hear that your meeting with your adviser was helpful, and that they were able to provide you with sound advice and answer your questions. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent advice

As always I received excellent advice fro my financial adviser at SPW. Advice that is tailored to my specific needs and I have benefitted particularly well over the last ten years.

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

Resposta da Schroders Personal Wealth

We're happy to hear that the advice provided has been beneficial and tailored to your needs. Thank you for sharing your positive experience over the last ten years.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Good service and support

Great advisor, explained the pros and cons of the investment. Although I’ve only been with them a year and initially my Investment lost money (thanks Mr Trump and your tariffs), it gained them all back plus much more. I was already aware of the possibility of this being as the investments are linked with the stock markets. However they keep in touch with you and are happy to answer any questions you may have. At my yearly review it was clear that my initial reason for using SPW was still in track to perform for me as I needed it to.

13 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We appreciate your feedback and are happy to hear that your investments are performing as expected. We're glad your adviser explained the investment's pros and cons and addressed your questions. Thank you for the positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Face to face meetings

Face to face meetings

12 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We appreciate you sharing your thoughts with us, and we value your feedback on face-to-face meetings.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Personal and personalised advice

Personal and personalised advice from a tactful adviser who listens carefully to what's going on in my life. She also follows up promptly any queries she can't answer in the meeting.

12 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're happy to hear that you appreciate the personalised advice and attentive listening provided. It's great to know that our follow-up process meets your needs. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Would recommend

Would recommend. Good advice, generous support throughout the process.

11 de dezembro de 2025
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We appreciate your recommendation and are so glad to hear about your positive experience and the support we provided throughout the process.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

The financial advisers are friendly

The financial advisers are friendly, ready to help with any difficulties & make sure I thoroughly understand my financial situation.

12 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're happy to hear that our financial advisors are friendly and helpful. It's great to know that they ensure you thoroughly understand your financial situation. Thanks for your feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Personal Approach

My advisor really understands my personal circumstances and has got to know me!

8 de janeiro de 2026
Avaliação não solicitada
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Resposta da Schroders Personal Wealth

We're happy to hear that your adviser understands your situation. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Great long term financial planning…

Great long term financial planning advice

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

Resposta da Schroders Personal Wealth

We're happy to hear that our long-term financial planning advice was helpful. Thank you for your positive feedback.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Our SPW advisor understands our circumstances and gives appropriate advice.

We had a great annual review with our advisor who understood our situation very well. We have been with this advisor for many years now and he is easy to talk to, explains the current economic climate well and listens to our needs before giving good advice on what to do with savings/pensions etc.

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

Resposta da Schroders Personal Wealth

It's great to know your adviser's expertise and clear communication have consistently met your needs over the years. We appreciate you sharing your positive experience.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Not pushing to get the sale

Advice given for our particular circumstances, not pushing to get the sale.

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

Resposta da Schroders Personal Wealth

We're glad you found our advice helpful and appreciated our focus on your needs. Thank you for sharing your positive experience with us.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Great service with excellent advise

Great service with excellent advise. No pressure and understood our needs. Highly recommended

23 de janeiro 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 great and our advice excellent. It's wonderful that we understood your needs. Thank you for the recommendation.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Very helpful and reassuring

Highly recommend especially if your not a expert at investing

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

Resposta da Schroders Personal Wealth

We're happy to hear that our services are helpful. Thank you for your recommendation.

Schroders Personal Wealth

Avaliado com 5 de um total de 5 estrelas

Excellent, friendly service

I've been dealing with the same adviser for 10+ years, he's always been friendly, helpful and expert in his dealings with me and this time was no exception.

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

Resposta da Schroders Personal Wealth

We're happy to hear that your adviser has consistently provided friendly, helpful, and expert service for over 10 years. We appreciate you taking the time to share your positive experience.

Schroders Personal Wealth

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