Enjoy the future with confidence
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To benefit from the expertise of Schroders Personal Wealth, you will need to have at least:

  • £100,000 in savings, investments and/or personal pensions; and/or
  • £100,000 of sole annual income.

To arrange your first conversation that is without charge or obligation, please book an appointment.

Book now

Or call us on 0800 092 6209 or +44 (0) 131 242 0100 for more information*. 

Whatever your plans, expert advice could help you bring them to life

We want to give more of our customers access to financial and investment expertise. That’s why we’re working in partnership with Schroders Personal Wealth, a new financial planning service that could help build a secure future for you and your family, and bring your hopes to life.

  • Are you wishing to make the most of your assets?
  • Planning to make a career change?
  • Considering your pension and retirement options?
  • Wanting to review the volatility of your investments?
  • Looking to secure your family’s future?

Expert advice from someone you’ll grow to know and trust

A Schroders Personal Wealth Adviser can create your bespoke financial plan by taking time to understand you and your life. If you choose the ongoing service, they can be on hand for you as your lifestyle and financial needs change, helping you to maximise your investment and pension planning opportunities.

It's easy to get started...

We’re pleased to offer you an initial phone call with a Schroders Personal Wealth Adviser that is without charge or obligation.

Talk about your goals

They will talk to you about your goals and how Schroders Personal Wealth could help you achieve them.

Before providing you with any products or services your advisor will explain and agree with you what advice can be given, what it covers and any charges that will apply.

 

 

Build a plan

Following the conversation, your Personal Wealth Adviser will start to create a bespoke financial plan that works for you.

Book an appointment

 

Or call us on 0800 092 6209 or +44 (0) 131 242 0100 for more information*. 

*Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays. Calls may be monitored and/or recorded. Call costs may vary depending on your service provider.

Schroders Personal Wealth is a trading name of Scottish Widows Schroder Personal Wealth Limited.

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.