Is Private Banking right for me?

We have a wide range of Private Banking and personal advice services to suit your needs. You’ll be supported by a dedicated Private Banking contact and will have access to a choice of accounts.

To apply for our Private Banking service, you’ll need to have: at least £250,000 in savings and/or investments with Lloyds Bank, and/or at least a £750,000 mortgage with Lloyds Bank.

Through our partnership with Schroders Personal Wealth we can provide you with access to experienced advisers to help you plan for the future and choose where to invest. Eligibility criteria applies.

Fees and charges

You'll pay fees and charges for the products and services that you choose. All have their own fees, charges and terms and conditions, which we’ll discuss with you.

Initial Meeting

There are no charges for the initial meeting to discuss your individual circumstances and objectives and provide you with information in relation to our range of services and products. There is no obligation to take any of our services or products.

What our advice will cost you

The different types of fees and charges you could pay include:

  • Product charges - may apply for any product you choose and pay for the provider’s own costs.
  • Charges for advice and commission - through our partnership with Schroders Personal Wealth we can provide you with access to experienced advisers to help you plan for the future and choose where to invest. They will tell you how much you have to pay in charges. And how much they get from us in commission.

To get advice from Schroders Personal Wealth, you’ll need to have: at least £100,000 in savings, investments and/or personal pension, and/or £100,000 of sole annual income.

Find out more

Other fees

There may be other fees and charges which aren't listed above. These will depend on your own needs and the products you choose. Fees and charges may also change from time to time. But we'll let you know which ones you have to pay.

Book an appointment

Get in touch with us.

No charges for the initial meeting to discuss your individual circumstances and objectives.

No obligation to take any of our services or products.

Any charges that apply and what these cover will be explained and agreed with you before any services or products are provided to you.

Speak to us

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.

0345 366 2725

Or

+44 207 481 2138

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.

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