Your first meeting

Tell us about you

Getting to know you

Ahead of your meeting with our Private Banking and Advice Manager, we’d like to know you better so we can offer the right advice to help you plan your financial future. In order for us to do this, we need to know a little bit more about your finances and current circumstances.

Fill in our pre-appointment form

Providing us with the right information before your first meeting will allow your Private Banking and Advice Manager to understand your current financial situation, make the most of your time together and focus on what’s important for you.

Fill in our pre-appointment form to tell us about your finances and current circumstances. To complete the questionnaire, you’ll need details of your:

•    Monthly income and outgoings

•    Current personal holdings such as: properties, savings, investments, shares, pensions, life assurance policies and ISAs

•    Joint holdings with a partner or spouse.

Please do not include any products or services you have with companies within the Lloyds Banking Group (for example, this includes Lloyds Bank Private Banking, Bank of Scotland, Halifax and Scottish Widows.  For more information please visit www.lloydsbankinggroup.com.  We’ll already have these details to hand in your first meeting.

Fill in pre-appointment form

Please also read the following brochures to help you prepare:

•    Clarity Insight to Plan Your Financial Future brochure

•    Investing with Confidence brochure

If you have joint holdings with a partner or spouse, we will require consent from both of you to process your personal data. If one of you is unable to attend the meeting, please let your Private Banking and Advice Manager know and agree with them who’s going to attend.

You can download and read a copy of our Your Personal data and Lloyds Banking Groupdocument to understand how we process your personal data.

Pre-appointment form

Tell us about your finances and current circumstances

Fill in form

 

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We know your time is valuable

So we provide a flexible approach to how we interact with you; including the ability to meet via our latest video conferencing tool – WebEx. Watch the below video to see how it works, and learn about the benefits of this tool.

See how WebEx video conferencing works

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If you’d prefer to talk to us on WebEx, please speak to your Private Banking and Advice Manager.

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