Expert service, designed around your finances

When you join Lloyds Bank Private Banking, your Private Banking and Advice Manager  will help you look after your finances. Acting as your personal contact, they will work closely with you and our carefully chosen specialists to understand your needs. Together, they can help you to develop an individual financial plan that aims to enable you to enjoy your wealth now and into the future.

Trusted relationship

Our experts will look at the big picture and help you draw up a financial plan designed to help you, your business and your family to flourish.

A personal wealth management service

We’ve put our financial advisers at the heart of our Private Banking service. They are available to support you in relation to a wide range of banking, finance and investment solutions.

Whether you want to create a long-term investment strategy, plan for your own or your family’s future, consider your business and personal finances together, or manage your money across currencies, our team of experts can support you.

Our advisers can help you:

  • find investment opportunities that aim to grow your wealth over the long term
  • create tax-efficient savings
  • access credit with tailored lending and finance
  • stay on top of tax matters, review your will and can advise on trusts
  • put plans in place with the aim of financially supporting your family should the unexpected happen
  • create a flexible strategy for your retirement
  • take a holistic view of your business and personal finances
  • manage your wealth internationally.

Product and services

Lending is subject to our responsible lending criteria. How much we lend, the period and rate available are subject to our assessment of your circumstances. Specific eligibility criteria and conditions apply for certain types of lending. You must be 18 or over and a UK resident to apply. Lending is subject to status and application. Security may be required. Overdrafts are repayable in full on demand. Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of getting a plan in place for the future

It’s possible that you could spend a third of your life in retirement. With the transition from work to retirement becoming ever more gradual it is important to start planning early. We can help you create a retirement plan designed to be flexible and your Private Banking and Advice Manager will be happy to talk through any changes to your personal circumstances or financial regulations that could affect your plans. If you have an unexpected windfall, or your family commitments change, we will help you consider your options in making sure that your financial plan continues to support your goals.

Plan your retirement

24/7 Internet, Telephone and Mobile Banking

The services provided by the Private Banking and Advice Manager are complimented by Internet, Telephone and Mobile Banking,  24 hours a day, seven days a week.

Please note that although our lines are always open, not all Telephone Banking services are available 24 hours a day. There may be limits on payments you can make and we may not be able to start processing all payments instructed out of normal banking hours

Get in touch

Video appointment

Have a one-to-one conversation with your Private Banking and Advice Manager through your PC, laptop or tablet (depending on the device), with the facility to share documents securely together.

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.

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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.

 

Phone

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.