What could Private Banking offer me?

You might want to discuss things like investment options, maintaining  your lifestyle in retirement, looking after loved ones and  knowing more about inheritance tax. You’ll find a meeting with one of our Private Banking and Advice Managers is a great way to get things in perspective.

Once they understand your personal goals, they will help you build a plan aimed at reaching them. They will assess the level of risk you're happy with, then work with you to draw up a financial plan that's right for you; one that's designed to help you and your family flourish.

Is Private Banking right for me?

An initial conversation with a Private Banking and Advice Manager will cost you nothing. And there is no obligation to take any of our services or products. To become a Private Banking client, you will need at least £250,000 in savings and investments. Before we provide you with any products or services, we will explain and agree with you what advice we can give, the products and services this advice covers and any charges that will apply.

Book your appointment now

or call

0800 088 4782

Calls may be recorded or monitored. Call costs may vary depending on your service provider. Lines are open Mon, Wed, Fri - 9am to 5pm Tue and Thurs - 9am to 7pm. Sat - 9am to 1pm.

How will a Private Banking and Advice Manager work with me?

First  they’ll get to know you.  An in-depth discussion with a Private Banking and Advice Manager helps us gain a clear understanding of your current circumstances and goals.

Working together, we’ll plan ahead. After your first meeting, your Private Banking and Advice Manager will start to map out a detailed financial strategy for you, recommending ways that we could best help you achieve your ambitions.

We'll put your plan in place.
Once you're completely comfortable with the strategy, we will work with you to implement the plan on your behalf.

And review it regularly. As times change, your goals and circumstances may change with them. Your Private Banking and Advice Manager will be on hand to help you review and update your plan whenever it's appropriate.

"One of my clients was surprised how much lower his income was likely to be in retirement. We talked through his goals and ambitions for later life, and put a plan in place to give him the income he needs to maintain his income lifestyle."

Lloyds Bank Private Banking and Advice Manager

 

Boy and boat

What can I expect going forward?

As a result of your discussions, it may be that you could benefit from more specialist advice. In which case, your Private Banking and Advice Manager can put you in touch with the appropriate experts.

Tax guidance. Should your plan involve taking a fresh look at your tax situation, we can refer you to leading tax specialists EY LLP for impartial, professional tax advice.

Investment advice. All investment involves a degree of risk of course, but our experienced investment specialists will help you find the level that's right for you. We'll only recommend investments and products you feel comfortable with, and which suit your financial circumstances.

To discover how Private Banking could help you achieve your goals,  talk to us today.

Book your appointment now

or call

0800 088 4782

Calls may be recorded or monitored. Call costs may vary depending on your service provider. Lines are open Mon, Wed, Fri - 9am to 5pm Tue and Thurs - 9am to 7pm. Sat - 9am to 1pm.