Thinking about what to do with your money, or simply need help to manage your investments? Through our partnership with Schroders Personal Wealth we can provide you with access to experienced advisers to help you plan for the future and choose where to invest.
To get advice from Schroders Personal Wealth, you’ll need to have:
A new company backed by 400 years’ experience
Schroders Personal Wealth is a new financial planning business that is backed by Lloyds Banking Group and Schroders. By bringing together two leading UK based companies – one from banking and one from investment management – the aim is to help more people build a better financial future.
Making wealth management simple
Making financial plans can be complex. Schroders Personal Wealth want to make it simple by placing you at the heart of everything they do. They aim to build a long-lasting relationship with you and offer ongoing advice and support.
Helping you make more of your money
Schroders Personal Wealth can help you plan and monitor your financial progress, making your money work harder. Whatever happens in your life, or in the world around you, your Personal Wealth Adviser will be there to help keep things on track.
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.
If you are not eligible for financial advice, the Money Advice Service has a range of calculators and guides available online. You can also find details of independent financial advisers near you.