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Financial Advice

PRIVATE BANKING

WEALTH IS PERSONAL

EVERYONE HAS A DIFFERENT VISION OF THEIR IDEAL FUTURE.

WE’LL HELP YOU REALISE YOURS.

Sometimes you need to step back from your wealth and look at the big picture. It pays to consider the risks as well as the opportunities and ultimately clarify what you’re trying to achieve.

Our Financial Advice Service in partnership with Schroders Personal Wealth is designed to help you answer all these questions and put in place a wealth strategy that’s just right for you.

Our approach to financial advice

You’ll benefit from the expertise and knowledge of a Schroders Personal Wealth Advisor.
Clear and transparent pricing.
Choose between one off advice to design and help you implement a financial plan suited to your individual needs or ongoing advice which means having financial expertise on tap wherever life’s path takes you.
An online account that allows you to view your investment 24/7.
To benefit from the expertise of Schroders Personal Wealth, you will need to have at least £100,000. This could be in sole/joint savings, investments, personal pensions, and/or £100,000 sole annual income.
Fees and Charges apply.

Plan your future with confidence

As part of your plan, your Schroders Personal Wealth Advisor will help you consider 5 key areas of your financial future:

Your long term investment goal Your long term investment goal expandable section

Your Schroders Personal Wealth Advisor 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 grow your wealth and achieve your goals, based on the level of risk you’re willing to take.
Protecting yourself and your family Protecting yourself and your family expandable section

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.
Planning for retirement Planning for retirement expandable section

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.
Managing your retirement income Managing your retirement income expandable section

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.
Passing on your wealth Passing on your wealth expandable section

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.

Book an appointmentBook an appointment

John Cheesewright

"Communication between adviser and customer is one of the most important components in the development of a strong working relationship and, ultimately, a successful long-term financial plan."

John Cheesewright
Schroders Personal Wealth Advisor

Important Information for Existing Customers

Lloyds Bank Private Banking Top 5 Brokers & Top 5 Fund Managers 2018/2019

This information is for the calendar year 2018 and 2019 and shows investments managed and administered by Lloyds Bank plc up until 31st May 2019 and managed by Schroders Personal Wealth from 1st June 2019 under its Asset Management Service (consisting of the Investment Portfolio Service and Portfolio Administration Service) and Select ISA, listing up to five of the most used venues.

Top 5 Brokers & Top 5 Fund Managers 2018/2019 (pdf)

Information relating to the identity and quality of the execution venues used by us

We are required to publish trade volume information for the preceding year for venues we use to execute Retail client orders, encompassing each class of financial instrument. This information is for the calendar year 2018 and 2019 and shows investments managed and administered by Lloyds Bank plc up until 31st May 2019 and managed by Schroders Personal Wealth from 1st June 2019 under its Asset Management Service (consisting of the Investment Portfolio Service and Portfolio Administration Service) and Select ISA, listing up to five of the most used venues.

For shares and other direct holdings

We will exclusively transmit orders relating to shares, fixed interest investments, warrants and other direct holdings to Halifax Share Dealing Limited (HSDL) for execution or further transmission. HSDL, which is also part of the Lloyds Banking Group has been selected for its ability in aiming to achieve the best possible results. Below is a link to the information relating to the identity and quality of the execution venues published by HSDL:

HSDL Best Execution 2018 (pdf)

HSDL Best Execution 2019 (pdf)

For collective investments

We will execute orders relating to holdings in collective investment schemes directly with the fund provider. This ensures timely settlement with full disclosure of price and any associated cost in aiming to achieve the best possible results.

For collective investments we do not pay or accept any fee, commission or other non-monetary benefit if it is likely to impair our ability to act in your best interests or it is not permitted under the applicable regulations.

When executing orders in collective investment schemes, the most important factors taken into account are price and transaction costs. In certain circumstances, we may also take into account other factors such as speed, likelihood of execution and settlement, size or any other consideration that we deem relevant for the purposes of dealing with your order.

The Lloyds Banking Group has established and implemented a conflicts policy to ensure close links to execution venues or other factors that give precedence over immediate price and cost when executing retail client orders.

Contact us for a personal introduction to Schroders Personal Wealth

If you are an existing Private Banking customer please contact us on 0345 300 2750.

If not and you are interested to find out more, please contact our team using the details below:

Call us on:
0808 167 4243

Lines are open Monday to Friday, 9am - 6pm and Saturday 9am - 1pm, excluding bank holidays.
Calls may be monitored and/or recorded. Call costs may vary depending on your service provider.

or

Request a convenient time for us to call you:

Request a call back

Service eligibility

To benefit from the expertise of Schroders Personal Wealth, you will need to have at least £100,000. This could be in sole/joint savings, investments, personal pensions, and/or £100,000 sole annual income.

Important Legal Information

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.

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