Making the right financial plan for you

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.

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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
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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
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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​

We can help you to make the most of your money. Specialist financial advisers can help you to build a safer financial future. Arrange a free, no obligation, initial consultation, where you are matched to a financial advisor. They’ll then build a financial plan that’s tailored to you.

​To be eligible, you’ll need to have, or could have in the next few months, at least £100,000 in sole annual income. Or £100,000 spread across sole or joint savings, investments and personal pension(s) either with us or other financial companies.​

Book your appointment

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Important legal information

Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. 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 for Scottish Widows Schroder Personal Wealth Limited.​