What Schroders Personal Wealth offer
Schroders are there to increase your financial wellbeing education and provide you with reliable signposting and advice where appropriate.
All colleagues can access a free financial health check, which will allow a specialist from Schroders to assess how value could be added with a financial plan. Through a further meeting, Schroders then present advice and recomendations to the colleague – which may be formed of free and costed proposals. There is no obligation on colleagues to accept recommendations, and so cost can remain at zero.
Schroders Personal Wealth does not offer services such as loans, mortgages, cash management or will writing – but can introduce you to specialists in such areas where required.
