How much does it cost?
A personalised financial plan from Schroders Personal Wealth could help you reach your goals. You can pick between ongoing financial support or one-off advice.
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Up to £1m |
0.65% |
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£1-2m |
0.40% |
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£2-5m |
0.35% |
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£5m+ |
0.15% |
Please note: Fees paid monthly in arrears and deducted from your investments. VAT charges may apply.
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Ongoing advice could be suitable if:
- You want regular contact with your personal wealth adviser and their support team.
- You need support for your ongoing financial needs and want to change your plan if needed.
- You want regular meetings with your adviser to stay updated with the progress of your plan.
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Up to £750,000 |
1.75% |
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Amounts over £750,000 |
0% |
Please note: fees are paid by a one-off payment, by cheque or bank transfer. You may be able to pay fees through the product.
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One-off advice could be suitable if:
- You'd like an expert to assess your current financial circumstances.
- You want to receive one-off, personal financial recommendations.
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.