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 Financial Planning and Advisory team at Schroders Personal Wealth focuses on delivering personalized financial advice and strategies tailored to clients' individual needs. Comprised of experienced professionals, including Chartered Financial Planning Directors and Client Experience Managers, the team employs advanced technology to enhance client understanding and engagement in their financial journeys. Their mission is to promote financial clarity and empower clients to make informed decisions for their long-term financial wellbeing.

Financial Planning and Advisory

Technology and Engineering

Customer Experience and Support

Financial Planning and Advisory

About

Team members

Other teams at Schroders Personal Wealth

Technology and Engineering

Customer Experience and Support