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Advice for your financial future
From our partners at Schroders Personal Wealth. Book a free consultation with Schroders Personal Wealth and see how their personalised financial plans could help you reach your goals.
Schroders Personal Wealth has been awarded a 4.8/5 “Excellent” rating for the quality of service they provide.
Based on 935 reviews on Trustpilot as of March 2024.
Hear more about Schroders Personal Wealth
Schroders Personal Wealth is a financial advice company, formed in partnership between Halifax and Schroders.
Their team of financial advisers can review your current savings and investments, offering personalised financial plans based on your goals.
Watch the video and see how Schroders Personal Wealth’s financial advisers can support your financial needs.
An insight into financial advice
When considering financial advice, explore our articles to help you make an informed decision.
Learn about our services
Invest in your future
Investing can help you to grow your money in the long term. Whether that’s for early retirement, or to leave some money for your loved ones.
The value of investments and the income from them can fall as well as rise and are not guaranteed. The investor might not get back their initial investment. Tax treatment depends on individual circumstances and may change in the future.
Plan your retirement
Plan towards your retirement with personalised advice aligned to your goals. And if you're already retired or will be soon, see how you can make the most of the funds you have.
Pensions are a long-term investment. The retirement benefits you receive from your pension account will depend on a number of factors including the value of your account when you decide to take your benefits which isn't guaranteed and can go down as well as up. The value of your account could fall below the amount(s) paid in.
Protect you and your family
Illness, injury or loss of income can impact you and your family. The right plan can provide support if you ever become ill or injured long-term, lose your income, or pass away.
Protection products have no cash-in value at any time and cover will stop if you aren’t able to pay your premiums. If the policy amount has not been paid out by the end of the selected term, the policy will end and you’ll get nothing back.
Pass on your wealth
Find ways to secure your family's financial future, including reducing the amount of inheritance tax they might pay. This could let you pass on your wealth in the way you wish.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Important legal information
Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.