Plan ahead with confidence wherever you are in your life's journey.

All about financial advice | Financial Future Planner | Lloyds Bank

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Our handy tools and information can help you plan your finances. Expand the section below and refine your search based on your individual needs.

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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?

To benefit from wealth management services from Schroders Personal Wealth, you will 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

Invest in your future

A Schroders Personal Wealth adviser gives you access to expert investment management services and financial products tailored to your risk appetite.

Seek investments advice

Pass on your wealth

Make arrangements for passing on your wealth in a tax-efficient manner. Expertise from a wealth adviser could help you do so more effectively and give you greater peace of mind. 

Plan to pass on your wealth

Protect your family’s future

We can help you safeguard your finances now to ensure your family will be financially secure in the long-term, if your circumstances change.

Learn how

Planning for retirement

Schroders Personal Wealth advisers will evaluate where you are now and create a strategy to aim for the savings and retirement income you’re looking for.

Retirement planning

Wealth Management fees

Our partners Schroders Personal Wealth will always be transparent about any fees for advice, and any charges for third party products. 

See fees and charges

How to talk to an expert

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

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.

We may monitor or record telephone calls to check 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.