Financial Planning Centre
It’s never too early to start planning the future you want. The Financial Planning
Centre brings all your options into one place – so it’s easy to find what you need.
Start planning
Savings, home-buying, pensions and more. Expand the section below to find what you need.
Savings and Investments
Savings accounts are a low-risk and accessible way to look after your money. If you’re looking to grow some of your money faster, you might consider investing.
Remember: The value of investments and the income from them can fall as well as rise, and you may get back less than you invest. If you’re not sure about investing, seek financial advice. Tax treatment depends on personal circumstances and may be subject to change.
Savings tips
Top tips for saving money. Grow your savings and discover ideas to help you save more.
About ISAs
With an ISA (Individual Saving Account) you can save or invest tax efficiently.
Ways to invest
Manage your own portfolio or let us do it for you. We have a range of options to suit all levels of experience.
Boost your investment skills
Develop your investment skills with these easy-to-read articles.
Investment advice
Expert advice from our partners at Schroders Personal Wealth starts with a free, no obligation chat, then a financial plan that’s tailored to you.
Eligibility criteria applies. Fees and charges may apply.
Start investing
Ready to start investing? Read the beginner’s guide to get you started in five simple steps.
Risk explained
Understanding risk makes you an informed investor. Read about the different types of risk.
What kind of investor are you?
Take the interactive quiz to find out what type of investor you are.
Research the market
Our research centre has the latest market news and more.
Wealth Management
Expert advice for you, every step of the way. Wealth management and financial advice from our partners at Schroders Personal Wealth.
Am I eligible?
You need to have at least £100,000 of sole/joint savings, investments and/or personal pensions, and/or £100,000 of sole annual income.
How much does it cost?
It starts with a free no-obligation consultation. You’ll only pay an agreed fee if you want to go ahead with the advice.
Invest in your future
Schroders Personal Wealth has the expertise to help you grow your wealth, even in a volatile market with low interest rates.
How to talk to an expert
Speak to a Schroders Personal Wealth Adviser, from the comfort of your own home. It’s easy to do via our video online chat or by phone. Book your free, no obligation appointment today.
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628. Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.