
Wealth Management
We want to help you make the most of your money. Specialist financial advice could help build a secure future for you and your family. It all starts with a free, no obligation chat. Then a financial plan that is tailored to you.
Whatever your plans, the right advice could help bring them to life.
Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help give you the chance to choose what your financial future looks like.
If you have at least £100,000 in sole annual income, or £100,000 spread across sole or joint savings, investments and personal pensions, they could help you.
Financial advice in 3 easy steps
How Schroders Personal Wealth could help:
1 Source: Schroders Personal Wealth Money and Mind Report (PDF, 3.6MB)
2 Source: FCA Research (PDF, 5.1MB)
3 Source: Schroders Zero commission personal protection proposal (PDF, 369KB)
Important legal information
Schroders Personal Wealth is a trading name for 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.
Eligible investments are protected by the Financial Services Compensation scheme (FSCS). We are covered by the Financial Ombudsman Service.