We want to help you make the most of your money. You could be eligible for specialist financial advice, which could help build a secure future for you and your family.
Wherever you want to be, the right advice could help you get there.
We want to help more of our customers focus on the things that matter most. Through our partnership with Schroders Personal Wealth, we aim to help you manage your wealth and get closer to your goals.
To benefit from the expertise of Schroders Personal Wealth, you will need to have at least:
- £100,000 of sole/joint savings, investments and/or personal pensions; and/or
- £100,000 of sole annual income.
Fees/Charges will apply if you take out a financial plan, product or service.
With their expertise in financial advice, they could help you:
Take control in 3 easy steps
“Your financial plan is very likely to change – that’s why Schroders Personal Wealth always looks to build an open, honest relationship with clients. They rely on our experts to manage their money and keep them updated every step of the way.”
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.