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

Tatton sees AUM reach £17.6bn as advice firm numbers grow

Tatton sees AUM reach £17.6bn as advice firm numbers grow

Discretionary fund manager records net flow increase of 28% to £2.3bn

Isabel Baxter
clock 16 April 2024 • 2 min read
New online platform launches for care-related advice

New online platform launches for care-related advice

To meet Consumer Duty and vulnerability regulatory expectations

Isabel Baxter
clock 16 April 2024 • 2 min read
HNW individual advice firm partners with Multiply AI

HNW individual advice firm partners with Multiply AI

OCM Wealth Management will use AI to roll out a new AR business model

Isabel Baxter
clock 15 April 2024 • 1 min read