Are you eligible for financial advice?
We’ve partnered with Schroders Personal Wealth to help you meet your long-term goals. You’ll be matched to a specialist adviser suited to your individual needs. They’ll talk to you about your goals and concerns, such as investing for the future, retirement, inheritance tax and estate planning, to create your free personalised financial plan.
See Also
Choosing a financial adviser - Moneysmart.gov.auDo I Need A Financial Advisor Or Should I Go It Alone?For a free initial consultation with Schroders Personal Wealth, you should currently have, or have in the next few months, at least:
- £100,000 in sole annual income
Or
- At least £100,000 across sole or joint savings, investments or in your personal pensions in total.
Fees and charges will apply if you take out a product or service.
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Is financial advice right for you?
