A focus on short-term finances means that many women have been unable to build a financial plan to achieve their long-term goals, hampering their financial wellbeing, according to a new report.

What quality matters most to our clients? Whatever else comes along, no machine or tool will ever replace empathy and that's the quality that all of our clients seek.  

After countless times saying to my friend, “You should worry less about what happens if you get hit by a bus and die, and more if you get hit by a bus and live, do you have Powers of Attorney?” I decided that young people should probably be a bit more clued up about personal finances matters so it’s now become a bit of a personal mission to do something.

The target for Schroders Personal Wealth to become a top 3 Financial Planning business by 2023 has been pushed back two years to 2025 amid signs growth is providing harder to achieve than expected.