Personal financial planning aligned to you,
your family and your future
By developing a thorough understanding of you, your family and your life, we can provide a personalised service that is appropriate to your financial status and ambitions.
For access to advice from a Private Banking and Advice Manager, you’ll need at least £250,000 in savings, investments and/or personal pensions and/or a sole annual income of at least £250,000.
Find out more about Eligibility and fees.
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.
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.
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.
IMPORTANT LEGAL INFORMATION:
Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.