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Financial planning
From short-term savings habits, to long-term planning, we want to help you get to grips with your financial goals. Start building the future you want.
What is financial planning?
Put simply, financial planning is the process of looking at your finances, deciding what your financial goal is and setting out a plan to help get you there.
You may need to decide how much financial risk you’re willing to take. You may also need to consider your future financial position. But all this means is that your plan will be unique to you and will change as your financial situation changes.
Plan with confidence at any stage of life
It’s never too early, or too late, to plan for your future.
Talk to a financial planning expert
We’ve partnered with Schroders Personal Wealth to help you meet your long-term goals. You’ll be matched to a specialist adviser suited to your individual needs. They’ll talk to you about your goals and concerns, such as investing for the future, retirement, inheritance tax and estate planning, to create your free personalised financial plan.
For a free initial consultation with Schroders Personal Wealth, you should currently have, or have in the next few months, at least:
- £100,000 in sole annual income
Or
- At least £100,000 across sole or joint savings, investments or in your personal pensions in total.
Fees and charges will apply if you take out a product or service.
Manage your wealth with Schroders Personal Wealth
Turn your plans into reality
The plan my future space in the app is a dedicated area where you can set your financial plans in motion and get on top of your future.
Your future starts here
Turn your vision into action and start building your financial plan within the app.
- Create a plan for your goals and track your progress.
- Access key digital planning tools in one curated toolkit.
- Qualifying customers can book a video call with one of our advisers to support you with your goals.
- Access speed reads to grow your financial planning knowledge.
Important legal information
Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.