Wealth Management FAQs

Here are some common questions customers ask about Wealth Management and Schroders Personal Wealth.

About Wealth Management

 Eligibility criteria

Fees and charges

  • There are no charges for the initial appointment, and no obligation to sign up for any services or products.

    If you take out a product or service, fees or charges will be based on the support you need. This includes whether you have one-off or ongoing advice. The adviser will also explain the pricing structure during your appointment.

Appointment questions

Other considerations

  • Schroders Personal Wealth focuses on developing portfolios that aim to deliver positive returns over the long term. We recommend a period of 5 years, as this covers any rises and falls in investment performance over that period.

    That said, there may be short-term adjustments. These are designed to minimise the effect of falls in value. Please note that the value of investments can go down as well as up and you could get back less than invested. 

  • All investments carry a degree of risk. The Schroders Personal Wealth adviser will take time to understand your unique personal circumstances and how much risk is right for you.

    This understanding will form the basis of the recommendations that we make.

Important legal information

Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.

Advice for your financial future

See how their personalised financial plans could help you reach your goals.

About wealth management



in partnership with Schroders Personal Wealth

Advice for your financial future

See how their personalised financial plans could help you reach your goals.

About wealth management



in partnership with Schroders Personal Wealth