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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.

Creating a personalised pension plan

He is single and runs his own oil industry consultancy. His income and assets comprise:

  • £200,000 in personal pension
  • £400,000 in previous employer’s final salary pension scheme
  • Circa £250,000 in annual profits per annum from his own consultancy

Protecting family and assets

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:

  • £160,000 in combined annual salaries
  • £250,000 in investments
  • £450,000 in property
  • £150,000 inherited from a great uncle six months ago.
  • Total estate value: £850,000

Securing a sustainable income

Mary is a 65 year old widow. Her income and assets comprise:

  • £1,200,000 in property
  • £300,000 in cash deposits
  • Total estate value: £1,500,000.

Financial security for the family’s future

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.

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