Which of the options below best describes your current situation?

£100,000+ income OR savings/investments


  • I have a sole income of at least £100,000

OR

  • I have at least £100,000 of savings and investments, including personal pensions.

You’re eligible for our Personal Financial Advice Service designed to help you:

  • create your own investments strategy
  • build a flexible retirement plan
  • protect you, your family and your wealth.

Book an appointment

£250,000+ income OR savings/investments


  • I have a sole income of at least £250,000

OR

  • I have at least £250,000 of savings and investments, including personal pensions.

You’re eligible for our private banking service where you’ll have access to:

  • expert advisors
  • help to create a financial plan to suit long term ambitions
  • exclusive products.

Book an appointment

How can we help?

Our financial advice services are designed to advise on the following products:

  • Current Accounts
  • Savings
  • Mortgages
  • Retirement Planning
  • Wealth Management
  • Investment Advice

How do I get started?

1.  To arrange a meeting select the relevant ‘Book an appointment’ link above. Simply complete our online form to request a call back.

2.  We’ll then call you at the time you requested to confirm a few details and set up your appointment.

3.  Have a conversation with a Private Banking and Advice Manager. You'll discuss your individual circumstances and see if they can help you create a plan.

 

About your appointment

Our financial advice services are tailored to your circumstances and income. We will set out a range of options that aim to suit your needs.

There are no charges for our initial appointment and no obligation to take any of our services or products.

There may be fees and charges for any advice or services subsequently provided.