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A personalised financial plan from Schroders Personal Wealth could help you reach your goals. You can pick between ongoing financial support or one-off advice.
|
|
---|---|
Up to £1m |
0.65% |
£1-2m |
0.40% |
£2-5m |
0.35% |
£5m+ |
0.15% |
Please note: Fees paid monthly in arrears and deducted from your investments. VAT charges may apply.
Ongoing advice could be suitable if:
|
|
---|---|
Up to £570,000 |
1.75% |
Amounts over £570,000 |
0% |
Please note: fees are paid by a one-off payment, by cheque or bank transfer. You may be able to pay fees through the product.
One-off advice could be suitable if:
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.