Financial advice
If you’re not sure what to do with your money or what important decisions you need to make about your financial future, an independent financial adviser could help you.
There are a lot of financial products available so choosing between them can be challenging.
Guidance provides you with information about the various options available to you, but not recommendations for what you should do. Financial advice, however, tells you which specific product would best suit your needs.
A professional financial adviser can help with things like:
- Retirement planning
- Investments
- Financial planning for when your life changes e.g. death, having children or getting divorced
- Making the most of a lump sum of money
- Inheritance
Where you can find a financial adviser
Mercer, MoneyHelper and Pension Wise are great sources of information and guidance but can’t give you financial advice or tell you what you should do. The Trustee is not able to give you advice either. If you feel you need more direction seeking financial advice is a great idea.
Schroders has three independent financial adviser options available. These advice offerings may or may not be right for you.
Other Financial Conduct Authority (FCA) approved independent financial advisers are available and you can use the directory on the MoneyHelper website to find one. All advisers are regulated by the FCA and can recommend products from a large range of providers to help you make decisions.
Should you want to contact one of the Schroders financial adviser options, their contact details are:
Adviser | Website | |
Benchmark Capital | ||
Cazenove Capital | ||
Schroders Personal Wealth |
How much does it cost?
You will have to pay for the financial advice and there may be a charge on the financial products that you buy.
Make sure you understand the cost involved – you should compare the fees and investment charges between different advisers before you make any final decisions. You could get the same product at a cheaper price with another adviser so it can be good to shop around.