Plan your future with confidence
Schroders Personal Wealth logo

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 6096 or +44 (0) 131 242 0100 for more information*.

Whatever you’re looking to do, expert advice could help you

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 too busy working to focus on your future?
  • Looking to make more of your savings?
  • Wanting to review the volatility of your investments?
  • Dreaming of retiring early?
  • Hoping to secure your family’s future?

Expertise from someone you’ll get to know and trust

A Schroders Personal Wealth Adviser can create your bespoke financial plan by taking time to understand you, your family and your hopes for the future. If you choose the ongoing service, they can be with you as you progress through life – helping you to meet changing financial needs and maximising 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 6096 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.