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Plan your financial future. Today.

Dreaming of a brighter future? Make the most of your money with our wide range of products, services, tools and more. Our Financial Planning Centre helps by bringing your options into one place. So it’s easy to find just what you need.

It's never too early to start planning the future you want.

Tailor your search

Our handy tools and information can help you plan your finances. Expand the section below and refine your search based on your individual needs.

Help from a professional:

All about financial advice


  

 

Wealth Management

Expert advice for you, every step of the way. We’ve partnered with Schroders Personal Wealth, to give more of our customers access to wealth management and financial advice. A Schroders Personal Wealth Adviser will learn about your personal circumstances and aspirations, and develop a plan you can have confidence in.

Are you eligible?

To benefit from Schroders Personal Wealth management services, you’ll need to have at least: £100,000 of sole/joint savings, investments and/or personal pensions, and/or £100,000 of sole annual income.

Check conditions

Invest in your future

Access investment management services and financial products to suit your needs with a Schroders Personal Wealth Adviser. And choose the level of risk you’re comfortable with.

Expert advice

Pass your wealth on

Give yourself peace of mind by arranging to pass your wealth on in a tax-efficient way with the help of our expert wealth advisers.

Plan to pass wealth on

Protect your family’s future

From life insurance to critical illness cover and more, Schroders Personal Wealth can help you look at what’s right for you.

Ways to protect

Plan your retirement

Schroders Personal Wealth Advisers will check your pension now and help you plan ahead for the savings and retirement income you’d like.

Planning help

Wealth Management costs

Schroders Personal Wealth will always be clear about any fees for advice and charges for third party products.

Check fees and charges

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.

Book an appointment

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.