Scottish Widows Schroder Personal Wealth Limited
Scottish Widows Schroder Personal Wealth Limited is an active company incorporated on 11 December 2018 with the registered office located in London, City of London. Scottish Widows Schroder Personal Wealth Limited was registered 7 years ago.
Status
Active
Active since incorporation
Company No
11722983
Private limited company
Age
7 years
Incorporated 11 December 2018
Size
Large
Turnover is over £54M
Balance sheet is over £27M
Over 250 employees
Confirmation
Submitted
Dated 19 December 2025 (1 month ago)
Next confirmation dated 19 December 2026
Due by 2 January 2027 (10 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (7 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Dena Jane Brumpton is a mutual person.
Active
Dena Jane Brumpton is a mutual person.
Active
Dena Jane Brumpton is a mutual person.
Active
Dena Jane Brumpton is a mutual person.
Active
Dena Jane Brumpton is a mutual person.
Active
Dena Jane Brumpton is a mutual person.
Active
Brands
Schroders Personal Wealth offers financial planning solutions that include retirement planning, investment management, tax optimisation strategies, and estate planning..
Financials
Net Assets, Total Assets & Total Liabilities (2019–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£60.96M
Increased by £15.54M (+34%)
Turnover
£121.27M
Increased by £20.65M (+21%)
Employees
814
Decreased by 71 (-8%)
Total Assets
£103M
Increased by £18.6M (+22%)
Total Liabilities
-£39.34M
Increased by £7.14M (+22%)
Net Assets
£63.67M
Increased by £11.46M (+22%)
Debt Ratio (%)
38%
Increased by 0.04% (0%)
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Repayment History
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