person
Step 1: Tell us about you

We want to understand your current circumstances and finances so we can offer you the right advice and help.

Step 2: Your first meeting

Your Private Banking and Advice Manager will discuss your completed pre-appointment form with you and agree a way forward.

make your plan a reality
Step 3: Make your plan a reality

Your Private Banking and Advice Manager will provide you with your personalised financial plan.   If your needs or circumstances  change in the future, you can speak to your Private Banking and Advice Manager who will be happy to review your plan with you.

Relationships mean the world to us

Every financial journey is different. Every client is unique. But it all starts with a conversation. This is why at Lloyds Bank, our Private Banking and Advice Managers take the time to understand your financial goals and provide advice and guidance to help you work towards them.

Experts you can trust

Our Private Banking and Advice Managers are qualified with experience in financial planning . And with our network of experts from within and outside the bank, you can be sure we’ll aim to match your needs with the right people.

A professional service to suit your individual needs

Because planning means different things for different people, our Private Banking and Advice Managers  take the time to understand your individual needs to provide a financial plan to suit you.
So whether you’ve received family assets through inheritance, or perhaps looking for a viable opportunity to invest your savings, share your goals with us and we’ll help you map out your financial future.

Your financial advice journey in 3 steps

As mentioned in our email, you can get advice about taking the next steps in your financial journey.

Go to step 1