Financial advice.

Personal Financial Advice Service

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:

  • At least £100,000 in savings, investments and/or personal pensions, and/or
  • £100,000 of sole annual income.
Halifax in partnership with Schroders personal wealth

Introducing Schroders Personal Wealth

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.

What are the benefits?

  • Advice on your investments
  • Help with retirement and estate planning
  • Guidance on how to pass on your wealth
  • Protection for you and your family

How do I get started?

Get in touch.

  • No charges for the first meeting to talk about your situation and goals.
  • No obligation to take any services or products.

Book an appointment

What happens next?

  • You will be contacted by our Private Banking team to arrange a first appointment with a Schroders Personal Wealth Adviser at a time convenient to you.
  • In your first meeting a dedicated Personal Wealth Adviser will discuss your individual circumstances and future financial aspirations.
  • You’ll learn about products and services that could match your goals. They’ll also run through fees and charges that may apply. There is no charge for your initial meeting.
  • In your next meeting, your Personal Wealth Adviser will start to create a plan that works for you.

Would you like to know more?

Please call 0345 366 2729 or +44 (0) 113 254 9628 for more information.

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.

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.