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Schroders Personal Wealth: Financial Advisers reviews

View other Schroders Personal Wealth products
3.90
Based on 3 reviews, last reviewed 1st Aug 2024
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Latest highest rating:

5

Regular Reviews It's great to discuss my needs and wants and review regularly Reviewed on: 12th March 2024
Adrian 's avatar
Adrian

Latest lowest rating:

N/A

This product has not received a review of either 1 or 2 stars.
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Schroders Personal Wealth Financial Advisers reviews (3)

I have been with Schroders for about 5 years now.

3
I have been with Schroders for about 5 years now. I had a wonderful Financial Wealth Advisor for 4 of those years who was Adam from Poole Branch via Lloyds. He was excellent and the company decided to change him. Now I have one that's located in Bristol and he hasn't even introduced himself via phone just sent out an email stating if I had any concerns to get in touch. Adam contacted me by email and phone and we had an hour's meeting to update me on my financial status. I wish I could get Adam back as now I certainly don't get value for money. Schroder's you have one unhappy customer here. I wouldn't recommend you at present in reference to the appalling service I am getting. What a let down. Reviewed on: 1st August 2024
Julie Kerley 's avatar
Julie Kerley

Regular Reviews

5
It's great to discuss my needs and wants and review regularly Reviewed on: 12th March 2024
Adrian 's avatar
Adrian

Good investment platform

3
Somewhat disappointing performance Reviewed on: 3rd March 2023
Martin John Williams's avatar
Martin John Williams

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