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).

Read more...

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.

Read more...

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.

Read more...

SPW referrals up but little news on inflows

Schroders Personal Wealth, the Financial Planning joint venture launched by Schroders and Lloyds Bank, has reported a 75% increase in referrals supported by the firm’s new relationship consultants but has only published limited results for the latest quarter.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/