PRIVATE BANKING PERSONALISED SERVICES
EXPERIENCE IS EVERYTHING
EXPERTISE AND PERSONAL SERVICE VALUED IN EQUAL MEASURE
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:
Jiten Jivan-Maan
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. “
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.”
Jess Chambers
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.”
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.
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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, excluding personal pensions or property.
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.
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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, excluding personal pensions or property. Fees and charges will apply.
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.
Professional Trustee Services
This service is through Lloyds Bank. Eligibility is subject to a minimum investment of £100,000. Fees and charges apply.
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
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If you are an existing Private Banking customer please contact us on 0345 300 2750. Lines are open 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.If not and you are interested to find out more, please contact our team using the details below:
Call us on:
0800 085 9189Calls may be monitored and recorded. Calls cost may vary depending on your service provider.
or
Request a convenient time for us to call you:
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 saving and/or investments, excluding personal pensions or property. Fees and charges will apply.
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Talk to one of our specialist Bereavement Advisors.
Call us on:
0800 096 8560Lines are open Monday to Friday, 9am – 5pm. Calls may be monitored and recorded. Calls cost may vary depending on your service provider.
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.
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Talk to one of our specialist Trust Managers
Request a call back
Request a convenient time for us to call you:
Service eligibility
Eligibility for our Professional Trustee Services is subject to a minimum investment of £100,000. Fees and charges apply.
If you are an existing Private Banking customer please contact us on 0345 300 2750. Lines are open 8am – 8pm, seven days a week.
Not all Telephone Banking services are available 24 hours a day, seven days a week.
If not and you are interested to find out more, please contact our team using the details below:
Call us on:
0800 085 9181
Calls may be monitored and recorded. Calls cost may vary depending on your service provider.
or
Request a convenient time for us to call you:
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, excluding personal pensions or property.
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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