Making the right financial plan for you

Making the right financial plan for you

Wherever you are in life, a financial plan can be your way forward.

How you could benefit from financial planning 

Financial planning is the process of looking at your finances, setting out your goals and then working out what you need to do to achieve them. A good plan should also consider how much risk you are willing to take. So, whatever you want out of life, a little financial planning can help you get there – your way.

What are you planning for?

Your financial goals may depend on the stage of life you’re at. If you are looking to buy your first home, or plan for retirement, we have information to help you build a financial plan that’s right for you.

Getting started

Whether you are just starting out or just don’t know where to begin with your financial plan, we can help you. Build a plan that works for you.

Start your plan

Make your money work harder

The more responsibilities you have, the more you may need to juggle your finances. Re-visit your financial plan as it could help you to manage your everyday spending and what you save for the future.

Balance your plan

Focus on later life

Take some time to check if your financial plan is still right for you with your later life years in mind. From making the most of your pension, to planning for your legacy, we have information to help you.

Focus on later life

Talk to a financial planning expert

Lloyds Wealth can help you meet your long-term goals. You’ll be matched to a specialist adviser suited to your individual needs. They’ll talk to you about your goals and concerns, such as investing for the future, retirement, inheritance tax and estate planning, to create your free personalised financial plan.

For a free initial consultation with Lloyds Wealth, you should currently have, or have in the next few months, at least:

  • £100,000 in sole annual income

Or

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

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

Manage your wealth with Lloyds Wealth

Book an appointment

Schroders personal wealth logo

Talk to a financial planning expert

Lloyds Wealth can help you meet your long-term goals. You’ll be matched to a specialist adviser suited to your individual needs. They’ll talk to you about your goals and concerns, such as investing for the future, retirement, inheritance tax and estate planning, to create your free personalised financial plan.

For a free initial consultation with Lloyds Wealth, you should currently have, or have in the next few months, at least:

  • £100,000 in sole annual income

Or

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

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

Manage your wealth with Lloyds Wealth

Book an appointment

Schroders personal wealth logo

Nail your goals with Plan my future

Explore your planning space in the app and take control of what matters in life.

 

Turn your vision into action

Look for 'Plan my future' in the app to access the planning toolkit.

  • Create a plan for your goals and track your progress.
  • Access key digital planning tools in one curated toolkit.
  • Qualifying customers can book a video call with one of our advisers to support you with your goals.
  • Access speed reads to grow your financial planning knowledge.

It's simple in the app

Scan the QR code to download the app.

You must be registered for online banking to use the app.

Once you're in, select the 'summary' tab, then 'plan my future'.

It's simple in the app

Once you're in, select the 'summary' tab, then 'plan my future'.

You must be registered for online banking to use the app.

Getting started in the app

Mobile banking app

  • Join our 1 million app users.
  • Simple and secure login.
  • Set up handy notifications.
Download app

Important legal information

Lloyds Wealth is a trading name of Lloyds Wealth Management Limited.