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Making the right financial plan for you
Wherever you are in life, a financial plan can be your way forward.
How you could benefit from financial planning
Financial planning is the process of looking at your finances, setting out your goals and then working out what you need to do to achieve them. A good plan should also consider how much risk you are willing to take. So, whatever you want out of life, a little financial planning can help you get there – your way.
What are you planning for
Your financial goals may depend on the stage of life you’re at. If you are looking to buy your first home, or plan for retirement, we have information to help you build a financial plan that’s right for you.
Getting started
Whether you are just starting out or just don’t know where to begin with your financial plan, we can help you. Build a plan that works for you.
Make your money work harder
The more responsibilities you have, the more you may need to juggle your finances. Re-visit your financial plan as it could help you to manage your everyday spending and what you save for the future.
Focus on later life
Take some time to check if your financial plan is still right for you with your later life years in mind. From making the most of your pension, to planning for your legacy, we have information to help you.
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
Important legal information
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.
Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.