Financial Planning.

Halifax in partnership with Schroders personal wealth

How do we secure a strong financial future? The Schroders Personal Wealth Financial Planning service could help you turn your dreams into reality.

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Introducing Schroders Personal Wealth

Everyone has goals in life. With so much information available, it’s not always easy to know where to start or who to talk to. Schroders Personal Wealth is here to help you move ahead with confidence.

  • Expertise: You’ll benefit from the friendly, expert advice of a Schroders Personal Wealth Adviser and their strength in financial planning.
  • Personal relationship: Your Schroders Personal Wealth Adviser will get to know you and your hopes for the future. Based on this, they’ll create your financial report and if you would like on-going advice they can help you monitor and evolve your financial plan as your goals change. You’ll have online access to your plan 24/7.
  • Price: We know value for money is important to you, so pricing is competitive and transparent. Any fees or charges will be discussed with your Schroders Personal Wealth Adviser when the time comes.

Here’s how you can use the Financial Planning service

These are some of the usual questions our personalised plans can help you answer:

Need more information?

Click on the link below to find out more about how Schroders Personal Wealth can help you.

More about Schroders Personal Wealth >

If you need any further reference, please visit our frequently asked questions.

Frequently asked questions >

What happens next?

Step 1

Arrange a meeting

After you’ve requested an appointment, you will be contacted by Schroders Personal Wealth who will arrange a first meeting with a Wealth Adviser at a time convenient to you.

This first meeting has no charge.

Step 2

Discuss your goals

In this introductory meeting a dedicated Schroders Personal Wealth Adviser will review your individual circumstances and discuss your plans for the future.

You’ll learn about the products and services that could match your goals. They’ll also run through the fees and charges that may apply if you wish to go ahead.

Step 3

Build a plan

Following your meeting, your Schroders Personal Wealth Adviser will start to create a plan that works for you.

Book an appointment

Important legal information

Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.

Halifax is a division of Bank of Scotland plc. 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.

Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.