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.

Banking

Investment Management

Schroders Personal Wealth

Mark Duckworth

Jamie Newton

Faye Farrant

Alan Goodman

Sean Ingram

Nick Allen

Ben Waterhouse

Joel Ripley

Jas Puar

Graham Bastin

The Finance and Investment team at Schroders Personal Wealth is responsible for managing the company’s financial strategy and investment portfolio. They work to ensure capital and liquidity are optimized while providing data-driven insights that enhance financial planning services. By leveraging technology and financial expertise, the team aims to deliver transparent and strategic investment solutions that align with clients' long-term financial goals.

Finance and Investment

Financial Planning and Advisory

Technology and Engineering

Customer Experience and Support

Finance and Investment

About

Team members

Other teams at Schroders Personal Wealth

Financial Planning and Advisory

Technology and Engineering

Customer Experience and Support