Family

From funding children’s school fees to family estate planning, explore our practical financial guidance to help plan and protect your loved ones’ future.

 Property

Property

Whether you’re still searching for your forever home, downsizing, investing in buy-to-let or purchasing a holiday home, our videos and articles could help you realise your financial property goals.

 Details about retirement

Retirement

Planning for retirement can be complex but is essential. From understanding your pension options to considering life after work, you can get the inside track to help realise your ambitions.

Wealth of ideas

Investment & Market Views

Our investment experts discuss recent trends and global issues affecting financial markets.

 Understanding investments

Understanding Investments

Interested in exploring the world of investments? Reading our investment philosophy and useful information guides could help you get started.

Business & Career

Business & Career

Whether you’re starting out, managing your own business or looking to exit, it’s important to consider your career as a key part of your financial life plan.

Am I eligible for Private Banking?

The journey to achieving your life goals starts with a clear plan. We have a wealth of experience in providing financial advice and helping clients plot their futures.

To become a Private Banking client you’ll need to have £250,000 in savings and investments. 

Find out more about eligibility and fees


Book an appointment

Get in touch with one of our Private Banking and Advice Managers. 

No charges for the initial meeting to discuss your individual circumstances and objectives.

No obligation to take any of our services or products.

Before any services or products are provided to you, we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.

Book now


Speak to us

You can call us to arrange an appointment or ask a question.

Lines are open Monday to Friday from 09:00 to 17:00 (Tuesday and Thursday until 19:00) and Saturday from 09:00 to 13:00. Excluding Bank Holidays. Call cost may vary depending on your service provider