Lloyds Wealth
A Personal Wealth Adviser at Schroders Personal Wealth helps clients define their immediate and long-term financial goals and creates tailored financial plans to achieve them. The role supports both existing and new clients through face-to-face and virtual meetings, providing ongoing guidance and technical analysis. Advisers work within a regulated environment and are expected to maintain professional standards and continuous development.
Headquarters
London, England, United Kingdom
Company Size
501-1000 employees
Founded
2019
Personalised financial plans to help build a financial future for you and your family. Expert advisers to guide you through your journey. Find out more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lloyds Wealth.
Lloyds Wealth didn’t post a salary, so this is our estimate from similar listings.
Lloyds Banking Group acquires remaining stake in Schroders Personal Wealth
Oct 9, 2025