Schroders Personal Wealth Avis 1 875

TrustScore 5 sur 5

4,8

Bien que nous ne vérifiions pas les affirmations individuelles, car les avis reflètent l’opinion personnelle des utilisateurs, certains avis sont accompagnés du statut « vérifié » lorsqu’il est possible de confirmer qu’une interaction avec l’entreprise a eu lieu. En savoir plus

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Lisez les avis des autres

Noté 5 sur 5 étoiles

This company are excellent. I have my own Financial Advisor who goes through everything I need to know and be aware of in great detail. There is no rush whatsoever. I get an Annual Review where all as... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

We have dealt with Schroders Personal Wealth for some time now and through the highs and lows of the financial markets they have always been there for us offering advice and help for us to make a inf... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

I never had any interest in money or contact with financial advisors through my working life. When I retired I needed someone to help me decide how best to organise my finances. I was put in con... Voir plus

L'entreprise a répondu

Noté 5 sur 5 étoiles

I would absolutely recommend SPW After being recently widowed I was thrown into uncertain waters. My personal advisor Chris was brilliant, he spent a lot of time getting to know me and unders... Voir plus

L'entreprise a répondu

À propos de l'entreprise

  1. Société d'investissement
  2. Conseil en investissement
  3. Société financière non banquière

Écrit par l'entreprise

We're making financial advice more accessible. Welcome to a new world of financial planning, with qualified financial advisers who are committed to your long-term wellbeing


Coordonnées de contact

4,8

Excellent

TrustScore 5 sur 5

2 k avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

Chez Trustpilot, nous privilégions le contenu écrit par des personnes réelles. Cependant, cette entreprise a accès notre outil de réponse assisté par l'IA pour l'aider à rédiger ses réponses.

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Les entreprises sur Trustpilot n’ont pas le droit d’offrir des incitatifs ni de payer pour masquer des avis. Les avis reflètent l’opinion des utilisateurs et non celle de Trustpilot. En savoir plus

Noté 5 sur 5 étoiles

Good clear and helpful

Good clear concise information well delivered, good availability of help when needed

8 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that our information was clear and our assistance was helpful. We appreciate you taking the time to leave us feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Trust & Confidence

Not being a financially savvy person I invested my pension in SPW after receiving advice from my bank. I have complete trust in SPW and my advisor who keeps me updated on matters relating to my investment in a language I can understand.

5 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you have complete trust in our services and that your adviser communicates clearly regarding your investment. We appreciate you sharing your positive experience with us.

Schroders Personal Wealth

Noté 4 sur 5 étoiles

Tick all reasonable boxes, I suppose

Helpful, Friendly, Patient and generally competant. I'm happy to be with them and I would recommend them.

However, they don't seem very familiar or interested in Ethical Investment.

22 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you find us helpful and competent. We appreciate your recommendation. Thank you for pointing out your interest in ethical investment, we will consider this feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Good company

I’ve invested with Schroders for a number of years now and have found them to be excellent. I haven’t a clue about the stock market so it’s great to have it managed for me. I’ve watched my money both rise and fall, but overall it’s been an investment worth making. My advisor is really good, both professional and friendly and he explains everything to me so that I know exactly what’s happening with my investment.

21 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you've had an excellent experience with your investment over the years. It's great to know that our adviser's professionalism and clear explanations have been beneficial to you. We appreciate you sharing your positive feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Appreciated understanding and advice.

My personal advisor always understands my financial position and current thinking and offers helpful background and advice.

6 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

Happy to hear that your adviser understands your financial situation and offers helpful advice. We appreciate you sharing your positive experience with us.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

They are so helpful and explain things…

They are so helpful and explain things thoroughly. I would highly recommend

6 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We are glad to hear that our team was so helpful and thorough. We appreciate your recommendation and value your feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

A highly trusted investment adviser

The adviser (for several years) has a close understanding of our circumstances, priorities, investment purposes and risk appetite. He always applies a broad and deep view of the multiple factors affecting our investments and a mature and down-to-earth attitude. Inspires trust and confidence.

6 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that the adviser's understanding of your circumstances, priorities, and investment goals inspires trust and confidence. We appreciate you sharing your experience.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Excellent service

Excellent service. Richard was knowledgeable, polite, easy to understand (in what is a very complicated field) and made us feel safer in where our funds are being held and how they're used.

20 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you had such a positive experience. It's great to know that Richard's knowledge and clear explanations helped you feel more secure about your funds. Thank you for your feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Satisfied Customer

I have always been exceptionally pleased with the advice and guidance I have had from both my Schroder advisors that I have had. The ROI is in the area that I expected so have no financial concerns. I Have recommended them to family and friends.

20 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you've consistently received excellent advice and guidance. It's great to know your ROI is in line with your expectations. We appreciate you recommending us to your family and friends.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Personal Investment

Meghan is an absolute gem of an employee. Meets my requests, and is very competent in my dealings with her. Great Experience

6 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you had such a positive experience! It's great to know that your adviser met your needs and was competent in assisting you. Thank you for your feedback, we will ensure to pass the feedback onto Meghan.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

The adviser I have been allocated was…a star!

The adviser I have been allocated was so approachable and showed such interest in me as a client and my needs. She asked relevant questions to enable her to assess my needs and that is so important. She took the trouble to look information up for me and to 'phone me back with the answers.

5 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that your adviser was approachable and attentive to your needs. It's great to know the questions asked were relevant and helpful in assessing your situation. Thank you for your positive feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Whole picture approach to financial…

Whole picture approach to financial planning was very helpful as I approached retirement.

5 janvier 2026
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Réponse de Schroders Personal Wealth

We're happy to hear that our comprehensive financial planning approach was beneficial as you prepared for retirement. Thank you for your positive feedback.

Schroders Personal Wealth

Noté 4 sur 5 étoiles

Schroders keep me informed & up to date…

Schroders keep me informed & up to date on the progress my investments and offer timely advice on the market situation.

15 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you feel well-informed about your investments. It's great to know our market advice is helpful to you. Thanks for your feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Safe, secure money advice.

Great advice from a trusted team.

9 décembre 2025
Avis spontané
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Réponse de Schroders Personal Wealth

We appreciate your trust in our team, and we're glad our advice was helpful to you. Thank you for your positive feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Supportive, personal

Supportive, informative, personal. Able to meet in my bank in person. Take the time to know you.

1 décembre 2025
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that our team was supportive, informative, and took the time to get to know you. We appreciate your positive feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Savings / investment advice

Charlotte was so helpful and professional in her advice over several meetings ,understanding that we are " cautious savers " as in a new position following recent inheritence .
We would highly recomend Charlotte for her guidance and advice ,a credit too Schroders . Thank you

9 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that the guidance provided was so helpful. It's great to know that the support offered met your needs as cautious savers, we will be sure to pass on your kind words. Thank you for your recommendation and we appreciate your feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

A simple, clear survey.

The questions were brief and clear. Easy to complete the survey.

8 janvier 2026
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Réponse de Schroders Personal Wealth

We're happy to hear that our survey was clear and easy to complete. Thank you for your feedback, we appreciate it.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Good service with excellent customer…

Good service with excellent customer support.

7 janvier 2026
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that you had a good experience with our excellent customer support. Thank you for your positive feedback.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Great advisor

Great advisor, ensures product relates to need, gives in depth explanation and check understanding.
Excellent communication throughout process.

19 décembre 2025
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that your adviser ensured the product fit your needs and that you received excellent communication. We appreciate you sharing your positive experience.

Schroders Personal Wealth

Noté 5 sur 5 étoiles

Good clear advice on planning for the…

Good clear advice on planning for the future and how best to use product range. No jargon, very understandable and really feel as though we are in safe hands

18 décembre 2025
Avis spontané
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Réponse de Schroders Personal Wealth

We're happy to hear that our advice was clear and helpful for your future planning. It's great to know you feel secure with our product range and approach. Thanks for your feedback.

Schroders Personal Wealth

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