How much does it cost?
Through our partnership with Schroders Personal Wealth, you can access financial and investment expertise from advisers around the UK.
Prices for this advice will vary depending on the services you use, and all potential costs will be communicated up front by your adviser.
Schroders Personal Wealth will always be transparent about any fees for advice, and any charges for third party products.
You can choose between one-off advice or ongoing management of your finances, and you won’t pay exit fees to Schroders Personal Wealth.
Third party providers may charge exit fees if you decide to cancel their products.
Customer testimonials
See how these two customers are taking control of their finances, now and for the long term.
Understanding the costs
How much does it cost at each stage?
1 . Initial 15 minute conversation to find out if advice is best for you.
What you'll pay: £0
2. Create a detailed personal financial report
What you'll pay: £750
3. Choose between one-off or on-going advice
“By the end of our first chat you’ll know exactly how much you’ll pay for our advice. We’ll get to know your financial goals – whether it’s investing, making the most of your pension or planning your inheritance. We’ll then recommend strategies and products to help you achieve them.”
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 of Scottish Widows Schroder Personal Wealth Limited.