Schroders' Planner arm expands to Leeds

Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Leeds with the opening of an operational centre in the city centre.

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SPW sees 133% increase in referrals

Schroders Personal Wealth has seen a 133% increase in referrals for the first half of 2021 (compared to H1 2020).

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78% have no estate planning in place

A survey of 1,000 individuals for Financial Planning firm Schroders Personal Wealth revealed that 78% had no estate planning in place.

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SPW expands into Northern Ireland

Schroders Personal Wealth (SPW), the Financial Planning joint venture launched by Schroders and Lloyds Bank, has expanded into Northern Ireland and hired two advisers in the region.

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