Is financial advice right for me?

Having a personalised financial plan from one of our experts could be the first step on the journey towards helping you realise your dreams. Use our free online tool to see if you could benefit from financial advice.

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Follow these 3 easy steps to see if you could benefit from financial advice

Step One

Answer four simple questions to help us understand a bit about your financial priorities and goals.

Step Two

Review the tailored guidance to understand what you might want to consider before starting your financial planning journey.

Step Three

Get in touch with our knowledgeable and experienced advisers who will aim to take you from where you are now, to where you want to be.

Start your journey to achieving your financial goals

You're just a few clicks away from discovering if you could benefit from what we believe is one of the most valuable investments of all: a financial plan.

Start the tool

A financial plan for wherever you are in life

Having a personalised financial plan could help you, no matter what stage of life you're at. Whether you're looking to invest for the long-term or passing on your wealth to your loved ones, a financial plan could help ensure you're doing it as efficiently as possible.

Protecting you and your family

Many families would find it challenging to cope if a loved one became seriously ill or died. Not only would it be physically and emotionally devastating, but equally the financial implications could be distressing for those left behind.

Fortunately, there are financial protection products that can help alleviate stresses and worries that are inevitable during difficult times.

The protection range that we offer at Schroders Personal Wealth is designed to provide a choice of benefits depending on your needs. We’ll help you to make sense of different types of protection products with the aim of limiting the financial impact for you and your loved ones at a time when you need it the most.

Products we can advise on:

  • Life and term assurance

  • Critical illness cover

  • Income protection

These protection policies have no cash-in value at any time. If you don't pay your premiums on time your cover will stop, your benefits will end, and you'll get nothing back. If the benefit amount has not been paid out by the end of the selected term, the policy will end and you'll get nothing back.

How our advisers will work with you

An adviser will get to know you as well as your hopes and dreams for the future.

There's no need to fill in any lengthy paperwork ahead of the initial consultation.

Your initial consultation will be designed around you. We can meet via the telephone or video conferencing. Just let us know what works best for you.

You’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.

Our locations

We're a national business with a local approach to client service. We have a network of regional hubs throughout the country to provide you with the support you need.

You can find your nearest hub using the interactive map below.

Let's start with a free initial consultation

We'll begin with a free, no obligation conversation to understand if our service is right for you. There are no hidden fees or charges, and you’ll only pay if you choose to go ahead with the recommendations in your personalised financial plan.