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Advice for a secure future

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Halifax, in partnership with Shroders Personal Wealth

 

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Benefits of advice

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Three ways to help protect your world  

1. Review your protection

How long could your family cope financially if something happened to any of you?

Life insurance, critical illness or income protection can reduce the impact of a shock on the people who have to pick up the pieces.

Protection is not one and done. It needs to be reviewed regularly.

Got life insurance with your work? Check what it pays out and if it’s enough. Plus whether it includes critical illness cover. 

2. Protect your legacy

Writing a will means your loved ones know your wishes should something happen to you, and it could give your loved one’s financial security.

Wills should be reviewed regularly, and after any big life events like marriage, divorce, or the birth of a child. 

3. Set up a Lasting Power of Attorney

A Lasting Power of Attorney (LPA) ensures you are supported by people you trust to manage your financial affairs if you become too sick or disabled. Consider setting up one today, just in case.

For more on how financial health affects personal happiness read the Schroders Personal Wealth Money and Mind Report 2025. 

Money and mind report (PDF 1,948 KB)

 

Benefits of financial advice

A financial plan made for you

Schroders Personal Wealth Advisers take the time to understand your financial situation and goals to create a plan built around you.

A helping hand to invest

Benefit from Schroders Personal Wealth’s knowledge and experience, to help your money work harder in the long term.

Holistic financial advice

It’s not all about investing. From financial protection to protecting you and your loved ones, ways you can save on tax and early retirement planning. Find out how expert advice can help you.

Dedicated human support

You can have an ongoing relationship with an Adviser as much as you need it. With regular reviews to keep your financial plan on track as your life and goals evolve.

Are you eligible for financial advice?

If you are interested in Schroders Personal wealth and the services they provide you will need to meet the below criteria:

  • At least £100,000 in sole annual income.

Or 

  • At least £100,000 spread across sole or joint savings, investments or personal pensions.

You must also be:

  • A UK resident - You must be lawfully and permanently living in the UK for 183 days or more over a tax year.
  • At least the age of 18 years of age (product restrictions apply if you are above the age of 80)

Fees and charges will apply if you take out a product or service.

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Schroders Personal Wealth has been rated 'Excellent' based on the quality of service they provide.

Rated 4.8/5 on Trustpilot.

Based on 1,461 reviews as of June 2025.

 

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.