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Edward Massam
New Client Adviser at Schroders Personal Wealth
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Work Experience
New Client Adviser
2022 - Present · 3 years
Wealth Relationship Manager
2019 - 2019
Santander Private
Private Banker
2016 - 2018 · 2 years
Company Details
501-1000 Employees
Schroders Personal Wealth is a joint venture between Lloyds Banking Group and Schroders – two of the UK’s largest names in banking and asset management. We were created to help more people across the UK benefit from financial advice. We have the advantage of solid foundations and a strong heritage. But we take a fresh, transparent and personal approach to financial planning. We aim to provide clients with clarity and transparency in everything we do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial wellbeing; and to communicate with their adviser when it's convenient for the client. Our heritage may be 400 years old, but our approach is built for the future.
Year Founded
2019
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Banks & Financial Services
HQ Location
One London Wall London , EC2Y 5EB, GB
Keywords
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