Financial advice in Northern Ireland

At Schroders Personal Wealth, we believe that financial advice can help you realise your dreams. Whether you’re looking for an expert eye on your investments, recommendations around retirement planning, or a guiding hand on your family’s finances, our local advisers in Northern Ireland are here to support you.

Call us on 028 9099 4789

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

How financial advice could help you

Your qualified financial adviser can give you tailored recommendations, and help with the important milestones throughout your life, including:

Work with our Northern Ireland team to unlock the power of your financial plan

We hope to give you insights into the options you might not know are available to you, or discover any gaps in your investment portfolio or protection cover that you hadn’t considered.

There are no hidden costs. You'll only start to pay if you choose to go ahead with our recommendations from your personalised financial plan.

We can provide one-off advice, or we can build an ongoing relationship so that we can support your financial needs throughout your lifetime. Because our lives are constantly changing, we can review your financial plan regularly to make sure you’re on track to achieve your goals.

Call us on 028 9099 4789

What to expect from your financial adviser in Northern Ireland

Proactive help

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 can 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 people say about us

You can read all our customer reviews here.

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.

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