Schroders Personal Wealth reviews
Schroders Personal Wealth reviews
Review summary
People rate this company as Good based on 3 product reviews
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Schroders Personal Wealth is a new financial planning joint venture set up Schroders and Lloyds Banking Group. Schroders Personal Wealth combines personal relationships and investment expertise with cutting-edge digital technologies to provide an intuitive and transparent service to help customers aim to achieve their financial goals.
Are you looking for a great place to handle your personal wealth? Our Schroders Personal Wealth reviews can help you decide if they're the right option for you.
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Reviews for Schroders Personal Wealth
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I have been with Schroders for about 5 years now.
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... 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. Read more Read less
Regular Reviews
It's great to discuss my needs and wants and review regularly
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3/5
Good investment platform
Somewhat disappointing performance
Products from Schroders Personal Wealth
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Financial Advisers
by Schroders Personal WealthFinancial Advisers
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