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Expertise for your retirement

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Halifax, in partnership with Shroders Personal Wealth

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Benefits of advice

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Actions for your financial future 

1. Invest in the future

Investing can help your long-term financial well being by giving you an extra income in retirement.

Consider seeking advice on how to diversify your investments to spread risk.  

2. Have financial protection

Knowing your estate is in order can bring peace of mind that your assets are safeguarded for your beneficiaries, and your wishes are clear.

Make sure your will is up to date, and you can seek advice on how to minimise Inheritance Tax. 

3. Get advice from the experts

Knowledge is power. Take time to educate yourself on personal finance topics. The more you know the more confident you'll feel about making decisions.

Speak to a qualified financial adviser who can create a plan tailored to you. 

The value of investments, and the income from them, can fall as well as rise. Investing for five or more years helps reduce the impact of market changes over time.

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 protect 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 income

Or 

  • At least £100,000 spread across 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 1,346 reviews as of March 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.