400 years of heritage with Lloyds Banking Group and Schroders
270+ financial advisers located around the United Kingdom
£14.2bn in funds under management (Mar 2022)
11 regional hubs across the United Kingdom
What is financial advice?
Financial advice can answer many of your questions about how to make the most of the money you have now, and how to grow your money over the long term.
Based on the information you share, your experienced financial adviser could suggest ways to improve your financial wellbeing now and in the future. We can recommend specific products that fit with your objectives and goals. As your life changes, and your dreams and worries evolve, we can advise on any changes that might be necessary.
How could financial advice help you?
Financial advice could help you with the decisions that matter to you. Your qualified financial adviser can give you tailored recommendations, and help with the big questions including:
Which investments would suit your needs?
Which insurance policies are suitable for your circumstances?
How can you invest more tax efficiently?
How could you pay for school fees?
How can you make the most of your pension?
How can you pass on your wealth efficiently
Our team build close long-term relationships
We hope to give you insights into the options you might not know are available to you, or discover issues you hadn’t considered.
You can book a single session or ask us to review your financial plan regularly to make sure your finances remain on track.
The value of investments and the income from them may fall as well as rise and investors may not receive back the full amount originally invested.
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.
What to expect from your adviser
Instead of only addressing your immediate priorities, your adviser could suggest other potential issues that you might have overlooked.
Engaging the experts
If your plan calls for specialist knowledge, your adviser will engage the right experts to ensure you are fully supported.
Support when you need it
You and your adviser should review your financial plan regularly and adapt it over time as your needs and priorities change, and your adviser can act as a trusted guide.
What could we do for you?
We’ll start by asking you about your financial goals and priorities, and get to understand your vision of the future. We’ll assess your assets, income, debts, financial commitments and dependents to put your financial situation into context.
Based on these conversations and assessments, and your approach to risk, we’ll create a plan that aims to align your finances with your long-term goals. You’ll receive a set of recommendations and details of the specific products we’ve selected for you, which you can review before we put your plan into action.
But that’s just the start. Your goals are likely to change over time, so if you take our ongoing service, we’ll work with you on a regular basis to ensure your financial plan continues to meet your evolving needs.
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.