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, no-obligation consultation. You’ll only pay an agreed fee if you want to go ahead with the advice.

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

Even in a volatile market with low interest rates Schroders Personal Wealth has the expertise to help you grow your wealth.

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

Speak to a Schroders Personal Wealth adviser from the comfort of your own home. It’s easy to do via our online video chat or by phone. Book your free, no obligation appointment.

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.