Schroders Personal Wealth
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.
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Verified contacts
200
available on Kipplo
LinkedIn employees
747
501 to 1000 range
Open roles
1
across 1 depts
Distinct roles
289
indexed titles
Tech stack
6
tools in use
Monthly traffic
195
organic / mo
Hiring · 1 open positions across 1 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- HL
Holly Large
Client Services Team Coach - Specialist Team · Other
EmailPhone - AB
Andrew Barton
Financial Planning Director · Finance & Accounting
EmailPhone - BC
Bram Cripps
Head of Risk and Compliance · Finance & Accounting
EmailPhone - CW
Claire Westbrook
Head of Advice Services · General Business & Management
EmailPhone - DR
David Radwell
Chartered Financial Planning Director · Finance & Accounting
EmailPhone - DC
Denis Connolly
Financial Planning Director - Private Clients · Finance & Accounting
EmailPhone - JN
Jenna Nolan
Finance Director · Finance & Accounting
EmailPhone - JH
Joe Hamilton
Financial Planning Director · Finance & Accounting
EmailPhone - KN
Katie Nutting
Financial Planning Director · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Schroders Personal Wealth
289 distinct titles indexed · top 10 shown.
- 138personal wealth adviser
- 38personal wealth advisor
- 20financial planning director
- 20personal wealth support
- 12financial advisor
- 10personal wealth consultant
- 10personal wealth support associate
- 9regional manager
- 8report writer
- 7associate financial advisor
- +279more titles
Sign up to unlock all 200 contacts at Schroders Personal Wealth
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