Financial Future Planner

From buying your first home to planning for and enjoying your retirement, we have the tools and services to help you - all in one place.

What would you like to plan for?

Help from a professional:

All about financial advice

Wealth Management


Whatever your plans, the right advice could help bring them to life. That’s why we’ve partnered with Schroders Personal Wealth, to give more of our customers access to wealth management and financial advice. A Schroders Personal Wealth Adviser will ask about your personal circumstances and aspirations, and develop a plan you can have confidence in.

Am I eligible?

You’ll need to have at least £100,000 of sole/joint savings, investments and/or personal pensions, and/or £100,000 of sole annual income.

Check eligibility

How much does it cost?

It all starts with a free conversation with a member of the Schroders Personal Wealth team. You’ll only pay an agreed fee if you want to go ahead with the financial plan presented by your adviser.

What you’ll pay

Pension planning

Plan for greater financial freedom in your retirement. Access expert advice to plan for your pension.

Pension advice
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Investment management

Schroders Personal Wealth has the expertise to help you make the most of your money, tailored to your needs.

Get expert advice
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Inheritance tax

Help to pass on your wealth to your family, or other beneficiaries, in a tax-efficient way.

Pass on your wealth
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Protecting your family

Protection and financial planning options. Schroders Personal Wealth won’t take a commission for getting you and your family protected. 

Learn how

Talk to an expert

Talk to an expert

Book an initial consultation with a member of the Schroders Personal Wealth team, who'll tell you more about the service, ask about your financial needs and goals, then match you to a specialist adviser.

Book your appointment

Important legal information

Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278. Schroders Personal Wealth is a trading name for Scottish Widows Schroder Personal Wealth Limited.

We may monitor or record telephone calls to check we have carried out your instructions correctly and to help us improve the quality of our service. Calls from abroad are charged according to the telephone service provider’s published tariff. Not all Telephone Banking services are available 24 hours a day, 7 days a week. Please speak to an adviser for more information.