Wealth Management

in partnership with Schroders Personal Wealth

  

Expert financial advice in times of uncertainty. That's reassuring.

Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help you choose what your financial future looks like.

Book a free 15 minute appointment, to find our if advice is best for you and discuss the process, with no obligation to take things further.
 

Book an appointment


Fees/Charges will apply if you take out a financial plan, product or service.

  

Grow your wealth

Schroders Personal Wealth can find the most efficient way to invest your wealth with a plan to suit your goals and the level of risk you're willing to take. The value of investments and any income from them can go down as well as up and you may not get back the amount originally invested.

Book an appointment to find out more.

Prepare & manage your retirement

Now is the time to start planning to make sure that when you decide to work less, you are financially prepared to enjoy this new stage in your life. Schroders Personal Wealth can review your current plans and discuss if they require any changes to help you try to reach that goal.

Arrange an appointment with Schroders Personal Wealth to discuss.

Pass on your wealth

Through inheritance tax, 40% of the estate you plan to leave to your family could be liable, over the £325k threshold. This tax could be reduced with appropriate planning and a Personal Wealth Adviser could help you with this. Tax treatment depends on individual circumstances and may be subject to change in the future.

Talk to Schroders Personal Wealth to find out more.

Protect yourself and your family

Making sure you can manage financially if anything unexpected happens may provide you with some peace of mind. Finding the most efficient coverage considering every detail of your situation is something the Schroders Personal Wealth team can help you with.

Book an appointment to find out more.

3 Steps towards tailored financial advice

Book a 15 minute appointment

Book a free 15 minute appointment, to find our if advice is best for you and discuss the process, with no obligation to take things further.

Tell us your goals

In the follow-up meeting, a dedicated Schroders Personal Wealth Adviser will ask about your individual financial circumstances and your goals. They’ll talk about how they could help you try to achieve them.

The meeting incurs no charge and you are not obligated to take things further.

Your Personal Wealth Adviser will run through all the fees and charges so you know exactly how much you will be paying before you commit.

Build a plan

If you decide to take out products and services, your Personal Wealth Adviser will start to create a financial plan based on your goals.

Fees/Charges apply.

Book an appointment

All it takes is a free fifteen minute conversation, to find out if advice is best for you, with no obligation to take things further.

Book now

Call us

Or call us on: 0345 366 2729 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.

Customer testimonials

Watch our video to find out how Schroders Personal Wealth work together with their customers to plan their financial future.

  

  
  

Halifax is a division of 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.

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