Our relationship-led approach

Whether you’re looking to become a Private Banking customer or simply make use of one of our specialist services, our approach follows the same philosophy:

1. We Understand

We start by listening to your needs and challenges, we then explain how we can help and what our products and services can do for you. We will also clarify any fees and charges that may apply.

2. We Solve

Once we understand your situation and priorities, we apply our expertise to solve your financial needs and your dedicated contact will keep you informed every step of the way.

3. We Support

Your dedicated contact will make sure you are happy with the service and outcome, and supports your ongoing needs.

Why choose us?

Our experts explain the value of relationship-led banking.

Laura Butler  

Private Banking Manager

"Of course I take care of my customers' banking needs, but I also act as a sounding board. So, if a customer has a concern about any aspect of their finances, I’m here to provide them with clarity. If their concern is outside my area of expertise, I simply introduce them to a trusted partner. “

Image of Stephanie Laboz

Stephanie Laboz 

Product Manager

“We want nothing but the best for our customers, so we only choose to partner with experts in their field. This collaborative approach enables us to keep pace with the needs of customers and ensures they get the expertise they need, exactly when they need it – all through a single point of contact.”

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Oliver Lloyd

Relationship Associate

"I think you can sum up why customers work with us in one word – Trusted. Often, we’re the first people they turn too when they have a financial need or dilemma.”

Image of John Cheesewright

John Cheesewright

Schroders Personal Wealth Advisor

"There’s no ‘one size fits all’ for a successful financial plan. We understand that every customer is unique, so we will always put you, your life and your long-term goals at the heart of the financial planning process.”

Image of Sian Sturman

Sian Sturman 

Bereavement Manager

"At Lloyds Estate Administration, we remove the burden of dealing with a deceased person’s affairs. Everything we do is carried out with compassion, sensitivity and respect. And we always act in the best interest of beneficiaries.”.

 Nigel Lanchbury

Private Banking Lending Manager

"At Lloyds Specialist Lending all our customers have one thing in common – their situation is unique. They use us because the off-the-shelf products just don’t meet their requirements. They need a lender with a wider perspective, one who can offer a solution to the problem they have identified and is able to consider their wealth in its entirety.”

Clarity up front. That’s our approach to fees and charges.

You only pay fees and charges for the products and services you choose.

All costs associated with any product, service or advice, together with any terms and conditions, will be fully explained to you before you proceed.

  • Private Banking service

    This service is available to customers with £250,000 or more in savings and/or investments with Lloyds Bank or a mortgage of £750,000 or more with Lloyds Bank.

    Mayfair Banking service

    This service is available to clients with £2 million or more in assets or an annual income of £500,000 or more.

  • Specialist Lending

    This service is available to anyone with a sole income of at least £100,000 or £250,000 or more in savings and/or investments.

    Estate Administration

    Our service is available where we are appointed as an Executor under the terms of a Will, where an existing Executor does not feel able to act or where there is no Will in place.

    You do not have to be an existing customer to use this service but the gross value of the Estate must be over £80,000. This may include cash, valuables, investments and property.

    Financial Advice

    This service is through our partnership with Schroders Personal Wealth. To benefit from the expertise, you will need to have at least £100,000 of sole/joint savings, investments and/or personal pensions; and/or £100,000 of sole annual income.

Contact us for a personal introduction

  • If you are an existing Private Banking customer please contact us on 0345 300 2750.

    If not and you are interested to find out more, please contact our team using the details below:

    Call us on:
    0800 731 0015

    or

    Request a convenient time for us to call you:

    Request a call back

    Service eligibility

    Our Specialist Lending service is available to anyone with a sole income of at least £100,000 or £250,000 or more in savings, investments. Fees and charges will apply.

  • Talk to one of our specialist Bereavement Advisors.

    Call us on:
    0800 056 0171

    Lines are open Monday to Friday, 9am – 5pm. Calls may be monitored or recorded.

    Service eligibility

    Our Estate Administration Service is available where we are appointed as an Executor under the terms of a will, where an existing Executor does not feel able to act or where there is no Will in place.

    You do not have to be an existing customer to use our service. The gross value of the Estate must be over £80,000. This may include cash, valuables, investments or property.

  • If you are an existing Private Banking customer please contact us on 0345 300 2750.

    If not and you are interested to find out more, please contact our team using the details below:

    Call us on:
    0800 731 0015

    or

    Request a convenient time for us to call you:

    Request a call back

    Service eligibility 

    To benefit from the expertise of Schroders Personal Wealth, you will need to have at least £100,000. This could be in sole/joint savings, investments, personal pensions, and/or £100,000 sole annual income.

If you are an existing Private Banking customer please contact us on 0345 300 2750.

If not and you are interested to find out more, please contact our team using the details below:

Call us on:
0800 731 0015

or

Request a convenient time for us to call you:

Request a call back

Service eligibility

Lloyds Bank Private Banking offers two levels of service:

Our Private Banking service is available to customers with £250,000 or more in savings and/or investments or a mortgage of £750,000 or more with Lloyds Bank.

And our Mayfair Banking service is available to clients with £2 million or more in savings and/or investments or an annual income of £500,000 or more.

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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