Whether you’re planning your pension, setting up a trust, need tax advice or want help with an investment strategy, our Private Banking and Advice Managers are there to offer you support as and when you need it.
Here are some illustrations of how our advice could work in practice.
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.
He is single and runs his own oil industry consultancy. His income and assets comprise:
Aaron, 47, is a lawyer. He is married to Carol, 45, a marketing executive. They have two teenage sons aged 17 and 19. Aaron and Carol’s income and assets comprise:
Jennifer, 48, is a trustee and beneficiary of the will of her late husband John. Edward, family friend and accountant, is also a trustee of John’s will. Jennifer and John’s two grown up daughters, Claire and Catherine, are beneficiaries of John’s will.
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.