If you are coming to the end of your mortgage, credit card or loan payment holiday, we will contact you before it ends, there is no need to call us. To help find the right solution for your needs you can use our coronavirus support tools for credit cards and loans and for Halifax mortgages. If you have a Bank of Scotland mortgage, find out more here.

Wealth Management

Wealth Management

Wealth means something different to everyone. Whatever you’re looking to do, expert advice could help you.

Through our partnership with Schroders Personal Wealth, we want to give more of our customers access to financial and investment expertise, to help you choose what your financial future looks like.

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 product or service.

Book an appointment


All it takes is a free fifteen minute conversation, to find out if advice is best for you, with no obligation to take things further.

Book now

 


Call us on: 0345 366 2727 

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.

Your steps towards tailored financial advice and a potentially brighter future

Step 1: Arrange a meeting


Once you’ve requested an appointment, you will be contacted by Schroders Personal Wealth who will arrange a first meeting with a Wealth Adviser at a time convenient to you.

Book now

Step 2: Tell us your goals

A dedicated Schroders Personal Wealth Adviser will ask about your individual financial circumstances and your goals. They’ll talk about how they could help you try to achieve them.

The meeting incurs no charge and you are not obligated to take things further.

The Schroders Wealth Advisor will run through the fees and charges for the products and services suited to you.

Step 3: Build a plan

If you decide to take out products and services, your Personal Wealth Adviser will start to create a financial plan based on your goals..

Fees/Charges will apply if you take out a product or service.