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Is advice right for me?
If you're facing a big decision on which a lot of money depends, advice can be invaluable.
What is financial advice?
- Expert opinions
Speak directly with financial experts, who are ready to support you with your financial goals.
- Tailored support
Receive a personalised financial plan built around you and where you want to be in the future.
- Ongoing or one-off financial advice
Choose between receiving regular guidance from an experienced financial adviser or one-off advice. In either instance you will receive a unique financial plan based on your personal situation.
When should I consider advice?
There are many times in life where advice can make a difference. Some of the instances are:
- Planning for retirement
- Passing on your wealth
- Expecting an inheritance
- Investing for the future
- Key life events such as; Marriage, new job or career change, starting a family
Does Bank of Scotland offer financial advice?
Schroders Personal Wealth is a financial advice company, formed by Bank of Scotland and Schroders, a partnership with a combined experience of 400 years in banking and investing. You can apply for the service if you have:
- At least £100,000 in sole income
- Or, at least £100,000 spread across joint savings, investments and personal pensions
- And, are UK resident and at least 18 years of age (product restrictions apply if you're aged 80+)
Manage your finances yourself
