The bigger picture

The Financial Advice Service in partnership with Schroders Personal Wealth is designed to help you manage your wealth and get closer to your financial goals. 

To benefit you will need to have at least £100,000 in sole annual income and/or £100,000 in sole or joint savings, investments and/or personal pensions. Fees/Charges will apply if you take out a financial plan, product or service.

You’ll benefit from

  • Expertise and knowledge of a Schroders Personal Wealth Adviser.
  • An online account that allows you to view your investment 24/7.
  • Clear and transparent pricing.
     

A service tailored to you

Choose between:

  • One off advice to design and help you implement a financial plan suited to your current individual needs
  • Ongoing advice which means having financial expertise on tap. So that your plan can adapt to the market and your changing circumstances

Plan your future with confidence

As part of your plan, your Schroders Personal Wealth Adviser will help you consider 5 key areas of your financial future:

  • Your Schroders Personal Wealth Adviser can help you find the most efficient way to invest your wealth with a tailored plan. They’ll present the options you have available to attempt to grow your wealth and achieve your goals, based on the level of risk you’re willing to take.

  • Life can bring unexpected challenges, such as an illness, injury or loss of income. So your plan will also consider your life and income protection needs to bring you peace of mind.

  • You may have a single pension, multiple pensions or no pension at all. Either way, your financial plan can show you the path to the retirement you’ve always hoped for.

  • There’s lots of decisions to be made about how best to access your pension. Your plan will help you understand all the options available so you can manage the income from your pension with confidence.

  • When it comes to passing on your wealth to the next generation, you’ll want to do it in the most tax efficient way. Your plan can cover how best to pass on your wealth to those you care for the most.

“It’s called a personal financial plan because it’s unique to you. It’s formulated around your life, your circumstances, your finances, your ambitions and your loved ones.”

 

Valerie Kitchen

Schroders Personal Wealth Adviser

Contact us for a personal introduction

  • Existing Customer? If you are an existing Private Banking customer, please contact us on 0345 711 1111.

    Service eligibility

    Our Private Banking service is available to customers with £250,000 or more in savings and/or investments or a mortgage of £750,000 or more with Bank of Scotland.

    And if you have £2 million or more in savings and/or investments or an annual income of £500,000 or more, you will be eligible for our Private Client service.
     

    Call us

    To find out more, please call us on:

    0345 366 2727

    Calls may be monitored and recorded. Calls cost may vary depending on your service provider.

    Request a call back

    Request a convenient time for us to call you:

    Request a call back
  • Existing Customer? If you are an existing Private Banking customer, please contact us on 0345 711 1111.

    Service eligibility

    Our Specialist Lending service is available to anyone with a sole income of at least £100,000 or £250,000 or more in savings and/or investments. Fees and charges will apply.

     

    Call us

    To find out more, please call us on:

    0345 366 2727

    Calls may be monitored and recorded. Calls cost may vary depending on your service provider.

    Request a call back

    Request a convenient time for us to call you:

    Request a call back
  • Service eligibility

    Our Estate Administration Service is available where we are appointed as an Executor under the terms of a will, where an existing Executor does not feel able to act or where there is no Will in place (the latter is not available if the deceased was domiciled in Scotland).

    You do not have to be an existing customer to use our service. The gross value of the Estate must be over £80,000. This may include cash, valuables, investments or property.
     

    Call us

    To find out more, talk to one of our specialist Bereavement Advisers on:

    0800 056 0171

    Lines are open Monday to Friday, 9am – 5pm. Calls may be monitored or recorded. Call costs may vary depending on your service provider.

Existing Customer? If you are an existing Private Banking customer, please contact us on 0345 711 1111.

Service eligibility

To benefit you will need to have at least £100,000 in sole annual income and/or £100,000 in sole or joint savings, investments and/or personal pensions. Fees/Charges will apply if you take out a financial plan, product or service.

 

Call us

To find out more, please call us on:

0345 366 2727

Calls may be monitored and recorded. Calls cost may vary depending on your service provider.

Request a call back

Request a convenient time for us to call you:

Request a call back

Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com

Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.

Lloyds Bank plc 
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.