The bigger picture
Your wealth, your future goals. The right advice could help you get there.
The Financial Advice Service in partnership with Schroders Personal Wealth is designed to help you manage your wealth and get closer to your financial goals.
To benefit you will need to have at least £100,000 in sole annual income and/or £100,000 in sole or joint savings, investments and/or personal pensions. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations presented in your personalised financial plan.
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Your Schroders Personal Wealth Adviser can help you find the most efficient way to invest your wealth with a tailored plan. They’ll present the options you have available to attempt to grow your wealth and achieve your goals, based on the level of risk you’re willing to take.
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Life can bring unexpected challenges, such as an illness, injury or loss of income. So your plan will also consider your life and income protection needs to bring you peace of mind.
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You may have a single pension, multiple pensions or no pension at all. Either way, your financial plan can show you the path to the retirement you’ve always hoped for.
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There’s lots of decisions to be made about how best to access your pension. Your plan will help you understand all the options available so you can manage the income from your pension with confidence.
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When it comes to passing on your wealth to the next generation, you’ll want to do it in the most tax efficient way. Your plan can cover how best to pass on your wealth to those you care for the most.
Contact us for a personal introduction
Existing Customer? If you are an existing Private Banking customer, please contact us on 0345 711 1111. Lines open 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.
Service eligibility
To benefit you will need to have at least £100,000 in sole annual income and/or £100,000 in sole or joint savings, investments and/or personal pensions. Fees/Charges will apply if you take out a financial plan, product or service.
Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com
Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.
Lloyds Bank plc
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.