Expert advice from our Personal Financial Advice Service can help you to plan for the future with confidence
Thinking about what to do with your money, or simply need help to manage your investments? Expert advice could help you get greater control of your finances so you can make the most of your money.
Arrange an appointment online or over the phone. Please note eligibility criteria applies. We won’t charge you for your first appointment or ask you to take any of our products or services if you don’t want to. There will be fees and charges for any advice or services subsequently provided.
Call us on 0345 366 2725
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. Please note calls may be monitored and recorded. Call costs may vary depending on your service provider.
During your first meeting over the phone, we’ll discuss your individual circumstances and future financial aspirations.
You’ll learn about products and services that could match your goals. In your next meeting, we’ll start to create a plan that works for you.
We’ll also run through fees and charges, though there won’t be a charge for the first meeting.
The meeting will last between 60 and 90 minutes.
Don’t worry, our free Personal Financial Review can help you to manage your money.
Get tips on planning for life events, and saving for your children’s future.
Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No.2065. Telephone: 020 7626 1500. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.
Eligible investments with us are protected by the Financial Services Compensation Scheme. We are covered by the Financial Ombudsman Service.