Schroders Personal Wealth
Derek Smith is an experienced professional in the financial services sector, currently serving as Advice Quality Manager at Schroders Personal Wealth since November 2022. Previous roles include Senior Manager of Risk and Compliance at Advanta Wealth Ltd and various positions at Schroders Personal Wealth and Lloyds Bank Private Banking, such as Client Director and Development and Conduct Manager. Derek has extensive experience in training and competence, having managed induction training and supervision of advisers, as well as providing wealth planning services to private banking clients. Earlier career highlights include positions as Financial Advisor at Lloyds Banking Group and Area Manager at Pearl Assurance Company Limited. Derek holds a degree from the University of the West of Scotland.
Schroders Personal Wealth
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Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.