financial planning

Through our partnership with Schroders Personal Wealth we can provide you with access to experienced advisers to help you plan for the future and choose where to invest.

To get advice from Schroders Personal Wealth, you’ll need to have: at least £100,000 in savings, investments and/or personal pensions, and/or £100,000 of sole annual income.

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Through our partnership with Schroders Personal Wealth we aim to create best-in-class investment and financial planning for our Private Banking customers.

Where Financial Planning is required, we will introduce you to Schroders Personal Wealth to help you make investment choices based on your financial goals.

Whether you want to grow your wealth, aim to reduce risk to your capital in retirement or plan ahead for your children's education, your Schroders Personal Wealth adviser will guide you through the whole investment process, helping you to assess what's involved.

Investment solutions

You adviser can suggest a range of investments to support your goals. These may include tax efficient ISAs, investment bonds, the Schroders Personal Discretionary Portfolio Service or more specialised products and services.

Tax treatment depends on individual circumstances and may be subject to change in future. The value of your investments and the income from them can go down as well as up, and you may not get back the amount invested.

The value of your investments and the income from them can go down as well as up, and you may not get back the amount invested.

Other financial planning goals

  • Protecting you and your family.
  • Planning for retirement.
  • Inheritance Tax Planning.

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..