How much does it cost?

A personalised financial plan from Schroders Personal Wealth could help you reach your goals. You can pick between ongoing financial support or one-off advice.

One-off advice

Up to £1m	0.65%
£1-2m	0.40%
£2-5m	0.35%
£5m+	0.15%

Please note: Fees paid monthly in arrears and deducted from your investments. VAT charges may apply.

Is ongoing advice right for me? expandable section
Ongoing advice could be suitable if:
- You want regular contact with your personal wealth adviser and their support team.
- You need support for your ongoing financial needs and want to change your plan if needed.
- You want regular meetings with your adviser to stay updated with the progress of your plan.

Ongoing advice

Up to £570,000	1.75%
Amounts over £570,000	0%

Please note: fees are paid by a one-off payment, by cheque or bank transfer. You may be able to pay fees through the product.

Is one-off advice right for me? expandable section
One-off advice could be suitable if:
- You'd like an expert to assess your current financial circumstances.
- You want to receive one-off, personal financial recommendations.

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.