SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH LIMITED

Accounts Submitted 3 Oct 2025

Confirmation Statement Submitted 24 Dec 2024

Net assets £52.21M £9.65M 2023 year on year

Total assets £84.40M £10.74M 2023 year on year

Total Liabilities £32.20M £1.09M 2023 year on year

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

25 Gresham Street London EC2V 7HN United Kingdom

Office (London)

1 London Wall, Barbican, London EC2Y 5EA

Telephone

0800 111 6768

adviserinfo@schroderspw.co.uk

Website

spw.com

Credit Report

Discover SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

See All Mutual Companies

Financials

Period 1 Jan → 31 Dec 2023

Type Total Exemption Full

Next accounts 31 December 2024

Due by 30 September 2025 9 months

Net Assets, Total Assets & Total Liabilities (2019–2023)

Cash in Bank

£45.42M

Decreased by £5.30M (-10%)

Net Assets

£52.21M

Decreased by £9.65M (-16%)

Total Liabilities

£32.20M

Decreased by £1.09M (-3%)

Turnover

£100.62M

Increased by £394.00k (+0%)

Employees

885

Increased by 92 (+12%)

Debt Ratio

38%

Increased by 3 (+9%)

Financial History

Revenue, profit, EBITDA and key financial figures

	2023 Dec Year End	2022 Dec Year End
P&L
Revenue	£142.3M	£128.7M
Gross Profit	£48.2M	£43.1M
Operating Profit	£22.4M	£19.8M
Net Profit	£18.1M	£15.9M
EBITDA	£31.5M	£28.2M
Assets
Cash	£24.7M	£21.3M
Total Assets	£89.4M	£82.1M
Liabilities
Total Liabilities	£45.2M	£41.8M
Key Metrics
Employees	1,247	1,156

Latest Revenue

£142.3M

Latest EBITDA

£31.5M

Cash Position

£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share allotments and capital structure

2 Allotments 174,600,000 Shares £174.60m Total

Date From	Share Class	Shares Allotted	Amount Raised	Price/Share
30 Dec 2020	ORDINARY	16,600,000	£16.60m	£1
21 May 2019	ORDINARY	158,000,000	£158.00m	£1

Officers

5 active 6 resigned

Show resigned officers

						Status
Dena Jane Brumpton	Director	British	United Kingdom	62	28 Nov 2022	Active
Joel Charles Ripley	Director	British	United Kingdom	51	11 Dec 2018	Active
Krishna Venkata Raman	Secretary	Unknown	Unknown	—	24 Sept 2019	Active
Mark Duckworth	Director	British	United Kingdom	54	2 Nov 2020	Active
Rupert Dickinson	Director	British	United Kingdom	52	22 Jun 2021	Active

Shareholders

Shareholders (1)


Scottish Widows Schroder Wealth Holdings Limited	100.0%	51,000,001	Ordinary	24 Dec 2020

Persons with Significant Control

Persons with Significant Control (1)

1 Active

Scottish Widows Schroder Wealth Holdings Limited

United Kingdom

Active

Notified 11 Dec 2018

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

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Group Structure

SCOTTISH WIDOWS SCHRODER WEALTH HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

LBG EQUITY INVESTMENTS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

LLOYDS BANKING GROUP PLC united kingdom

SCOTTISH WIDOWS SCHRODER PERSONAL WEALTH LIMITED Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
15 Dec 2025	Officers	Change Person Secretary Company With Change Date	View(1 page)
21 Oct 2025	Resolution	Resolutions	View(1 page)
21 Oct 2025	Incorporation	Memorandum Articles	View(31 pages)
3 Oct 2025	Accounts	Annual accounts made up to 2024-12-31	View(45 pages)
18 Sept 2025	Officers	Termination of Ben Waterhouse as director on 2025-09-17	View(1 page)