Financial goals? Make them happen.

    Financial goals? Make them happen.

    We can help with that.

    We all have goals in life; whether that’s to secure our family’s future, take time out to retrain or even retire early. But the question is, how do we get there?

    To benefit from the expertise of Schroders Personal Wealth, you will need to have at least:

    • £100,000 in savings, investments and/or personal pensions; and/or
    • £100,000 of sole annual income.

    To arrange your first meeting that is without charge or obligation, please book an appointment. 

    Book now


    Or call us on 0345 603 2261

    Whatever you want to do, expert advice could help make it happen.

    Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help build a secure future for you and your family.

    Friendly, expert advice from someone you’ll grow to know and trust.  

    A Schroders Personal Wealth Adviser can make a tailored financial plan by taking time to understand you and your hopes for the future. They can help you get things done as life moves on – meeting your changing financial needs and making the most of your investment and pension planning opportunities.

    Let’s get started…

    It's easy to get started...

    We’re pleased to offer you an initial phone call with a Schroders Personal Wealth Adviser that is without charge or obligation.

    Talk about your goals

    They will talk to you about your goals and how Schroders Personal Wealth could help you achieve them.

    Before providing you with any products and services your adviser will explain and agree with you what advice can be given, what it covers and any charges that will apply.

    Build a plan

    Following the conversation, your Personal Wealth Adviser will start to create a bespoke financial plan that works for you.

    Book an appointment

    Or call us on 0345 603 2261 or +44 (0) 113 254 9628.

    Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays. Calls may be monitored and/or recorded. Call costs may vary depending on your service provider.


    Halifax is a division of Bank of Scotland plc. Bank of Scotland plc Registered Office: The Mound, Edinburgh EH1 1YZ.  Registered in Scotland no. SC327000. 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 of Scottish Widows Schroder Personal Wealth Limited.