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Financial planning
From short-term savings habits, to long-term planning, we want to help you get to grips with your financial goals. Start building the future you want.
What is financial planning?
Put simply, financial planning is the process of looking at your finances, deciding what your financial goal is and setting out a plan to help get you there.
You may need to decide how much financial risk you’re willing to take. You may also need to consider your future financial position. But all this means is that your plan will be unique to you and will change as your financial situation changes.
Plan with confidence, at any stage of life
It’s never too early, or too late, to plan for your future.
Just starting out
Whether you are moving home or wanting to see the world, it’s good to have a plan. We’ve got tips and guidance to help you achieve your financial goals.
Managing your financial plan
Find the right balance between what’s important now and how you can plan for the future.
Planning for later life
It’s never too early to plan for your later life years. We have information to help you with your pension, your property, your investments and plan what you want to leave to loved ones.
Talk to a financial planning expert
We’ve partnered with Schroders Personal Wealth to help you meet your long-term goals. You’ll be matched to a specialist adviser suited to your individual needs. They’ll talk to you about your goals and concerns, such as investing for the future, retirement, inheritance tax and estate planning, to create your free personalised financial plan.
For a free initial consultation with Schroders Personal Wealth, you should currently have, or have in the next few months, at least:
- £100,000 in sole annual income
Or
- At least £100,000 across sole or joint savings, investments or in your personal pensions in total.
Fees and charges will apply if you take out a product or service.
Manage your wealth with Schroders Personal Wealth
Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628. Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.