Schroders Personal Wealth launches PR campaign to tackle advice perceptions

21% of people would rather see a dentist

Sophie King
clock • 1 min read

Schroders Personal Wealth has launched a campaign to challenge people's perceptions of financial planning.

The recently-created firm's 'Wealth is Personal' campaign has come after it conducted research that found one-fifth (21%) of people said they would rather visit a dentist than an IFA. Schroders Personal Wealth said it wanted to address the "growing need" for financial advice and has previously stamped its aim to become a top three UK financial planning business within five years.   Schroders Personal Wealth was unveiled in February this year and is a joint venture between Schroders and Lloyds. In June, more than 500 Lloyds and Schroders employees transferred over to the business, whic...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read
PE backer sells Shackleton to Lee Equity Partners

PE backer sells Shackleton to Lee Equity Partners

Succeeds current investor Sovereign Capital Partners

Isabel Baxter
clock 17 June 2025 • 2 min read
Majority of UK financial institutions anticipate growth over next year

Majority of UK financial institutions anticipate growth over next year

UK expected to remain a financial hub

Patrick Brusnahan
clock 16 June 2025 • 2 min read