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.
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 make your money work harder, 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.
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.
Whatever stage of life you’re at – nearing retirement, already retired or just starting to think about it – we can help you make the most of your pension options.
Pensions are a long-term investment. The retirement benefits you receive from your pension plan will depend on a number of factors including the value of your plan when you decide to take your benefits which isn’t guaranteed and can go down as well as up. The value of your plan could fall below the amount(s) paid in.
Home and Mortgages
Home has never been so important. Whether you’re renting, want to buy a property or make some improvements, we’re here to help.
You could lose your home if you don't keep up with mortgage repayments.
Expert advice for you, every step of the way. Wealth management and financial advice from our partners at Schroders Personal Wealth.
How to talk to an expert
Book an initial consultation with a member of the Schroders Personal Wealth team, who'll tell you more about the service, ask about your financial needs and goals, then match you to a specialist adviser.
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.