Inside content area, use arrow keys or tab to access content

When you join Lloyds Bank Private Banking, a 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.

How does it work?

1. We get to know you. We start with an in-depth discussion about your current circumstances and any plans you have for the future.

2. Together, we create a plan. We consider ways you could aim to achieve your financial ambitions and map out a detailed financial strategy.

3. We start to put the plan in place. Once you are comfortable with the strategy, we begin to put your plan into action.

4. Keeping your plans up to date. As times change we can review your plan and help make any necessary adjustments where appropriate.

Booking an appointment

We know you're busy which is why we make booking an appointment easy. There are no charges for the initial meetings to discuss your individual circumstances and objectives. Please note though that there are fees or charges for any products or services subsequently provided.

Our appointments are:

Without obligation - We'll discuss your options and what you'd like to try to achieve. There is no obligation to take any of our products or services.

Flexible - Choose an appointment method that suits your schedule and preferences.

Meeting icon

Face to face

Meet with one of our Private Banking and Advice Managers in person at a location convenient for you. This could be an office, a branch, or even at home if you’d prefer.

It only takes 2 minutes to book your appointment. We will contact you to confirm a few details and set up your appointment.

Book an appointment

Video icon

Video appointment

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

It only takes 2 minutes to book your appointment. We will then contact you to set up your video appointment.

Book now

Want to know more about how it works?
Watch our short video which explains it all.

Phone icon

On the phone

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 costs may vary depending on your service provider. Calls may be monitored or recorded.

What are the benefits?

Little girl with mum.

For your next steps

Whenever your circumstances change, a Private Banking and Advice Manager is on hand to help you review your plans.

Lamps in a forest.

Inheritance and tax advice

We can help you provide for your family’s future and pass on your wealth in the most efficient way.

child looking out of train window

Planning for the future

Our financial planning services can help you understand all your options and create a plan just for you.