We understand that good advice on financial matters is invaluable to creating a durable wealth management plan for the future. That is why we have put our professional Private Banking and Advice Managers at the heart of the service we offer.
They will work with you to create a financial plan to suit your long-term ambitions and will review your plans to adapt, where possible, if your circumstances change.
At any point that you feel you would like to adapt your plans, our Private Banking and Advice Managers are available to review your strategy and help you to make the necessary adjustments, where possible.
Our advisers hold a Statement of Professional Standing with a recognised professional body, giving you the reassurance that they have obtained and adhere to industry-recognised professional, educational and ethical standards.
Our recommendations will be based on our understanding of your personal circumstances and plans at the time that we provide you advice.
We recognise that financial advice may not be for everyone, so before you commit to any charges we will ensure you understand the basis of our advice and the level of costs that will apply.
You can find out more about our advice fees in the Eligibility and fees section.
Making and managing your financial plan
By setting out a financial plan and keeping it up to date we can help you plan to meet changes in life and financial circumstances.
We work with specialist tax advisers, Ernst and Young LLP, to help you get a clear idea of your current tax position, and where appropriate, tax advice relevant to you.
Preparing for retirement
After reviewing your existing arrangements, we can help you identify any financial gaps and take steps to fill them. When you retire we can review your options with you again, and if anything has changed, make suggestions to help with any adjustments.
Your Private Banking and Advice Manager is supported by our team of investment specialists, so if you’re keen and it is appropriate for you to invest, we’ll recommend a strategy based on your individual circumstances to suit your assets, goals and attitude to risk.
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.
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.
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.