Before you get started, it’s important to think about whether investing is right for you. Read our five steps to investing, which covers all the key points.
We have a large collection of guides which cover everything from the basics of investing to information on investment risk and financial planning.
If you’re ready to start investing, you can choose from our ready-made fund selection, or use our share dealing service to access the whole market. All our investment products are designed for you to put your money away from the medium to long-term – at least 5 to 10 years. The value of an investment can go down as well as up and you may get back less than originally invested.
Lloyds Bank Direct Investments offers share trading on seven of the world’s largest markets, as well as 3,000 different funds, bonds and more for you to choose from.
Whether you want to invest a small or large amount of money, Lloyds Bank Direct Investments offers the investments, flexibility and tools you need.
Share dealing made simple
Ideal for day-to-day share dealing without the hassle of paperwork. We hold your shares electronically for you and take care of all the admin.
Maximise the tax efficiency of your savings
The Share Dealing ISA is one of the most flexible and tax efficient ways to invest in the UK and global stock markets.
Our share dealing service does not provide advice so if you are in any doubt about buying and selling shares, or making your own investment decisions, we recommend you seek advice from a suitably qualified Financial Adviser.
Managing your investments can be daunting and doesn’t get any easier the more you accumulate, as researching markets and investments can become a full time job. If you are looking for financial advice, our professional advisers may be able to help, depending on your annual income and assets.
£100,000+ sole income per annum or
£100,000+ of savings and investments
We can provide advice, where appropriate, on a range of financial planning solutions helping you to develop a financial strategy appropriate to your circumstances.
£100,000+ sole income per annum or £250,000+ of savings and investments
Speak to us about how you can become a client of Lloyds Bank Private Banking and find out how our highly skilled Private Banking and Advice Managers can help look after your finances.
We can offer you a personal service designed to suit your needs. Why not arrange a meeting with us so we can get a better understanding of your circumstances and discuss whether the services offered by Lloyds Bank Private Banking are suitable for you.
If you have less than £100,000 in income or assets or need independent financial advice, we cannot advise you. You may wish to visit the Money Advice Service, set up by the Government, which provides free, unbiased and independent advice on how to make the most of your money. You can also get more information about independent financial advice and details of Financial Advisers near you.
If you hold investments with us already and want to top up, or just check to see how your investments are doing.
If you invested in our managed fund range online after April 2014, you can view and top it up here.
If you purchased an investment in branch before April 2014, we have all the information you need here.
If you purchased an investment through a financial adviser visit our important information page.
To top up investments made before April 2014, simply call us on 0845 83 57 374 (lines open Monday-Friday 8.30am – 6pm, Saturday 9am – 12.30pm).
Top ups can take up to two weeks to complete, depending on how you pay for your top up and how you choose to receive your document.
We can help you reach your savings goals with our large range of savings accounts. View the accounts you can apply for online and compare all accounts available to you.
Use our handy tool to see if you could benefit from speaking to a Private Banking and Advice Manager and determine which of our services you may be eligible for.
PLEASE REMEMBER THE VALUE OF AN INVESTMENT AND THE INCOME FROM IT CAN GO DOWN AS WELL AS UP AND YOU MAY GET BACK LESS THAN YOU ORIGINALLY INVESTED. TAX TREATMENT DEPENDS ON YOUR INDIVIDUAL CIRCUMSTANCES AND MAY CHANGE.
Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278. Authorisation can be checked on the Financial Services Register at www.fca.org.uk. Lloyds Bank plc is a member of the Financial Services Compensation Scheme and the Financial Ombudsman Service. We subscribe to the Lending Code; copies of the Code can be obtained from www.lendingstandardsboard.org.uk.
Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065.
Calls may be monitored and recorded in case we need to check we have carried out your instructions correctly and to help us improve our quality of service.
PhoneBank® is a registered trademark of Lloyds Bank plc.