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A personal service

We’ve created a banking and investment service that puts building long-term relationships at the heart of its philosophy. It is only by getting a full understanding of the needs and ambitions of our clients that we can create a financial plan that seeks to preserve and grow their wealth and is appropriate for their circumstances.

As a Lloyds Bank Private Banking client you will have access to a Private Banking and Advice Manager. They are there to help you manage your finances effectively and offer guidance if and when you need it.

Everyday life

Your Private Banking and Advice Manager will work with you to understand what elements of the banking service suit your lifestyle and ambitions. We offer the following banking services:

  • cash management
  • savings and deposit accounts
  • loans and overdrafts, subject to status and application
  • specialist services such as foreign exchange, tailored lending and bridging finance, subject to status and application.

The services provided by the Private Banking and Advice Manager are complimented by Internet, Mobile and Telephone Banking, 24 hours a day, seven days a week.

Please note that although our lines are always open, not all Telephone Banking services are available 24 hours a day. There may be limits on payments you can make and we may not be able to start processing all payments instructed out of normal banking hours.

Banking and deposits

Lending and financing

Financial advice

Seeking financial advice can be one of the most valuable things you ever do. Getting an expert perspective can help you understand the options available to you and potentially help you avoid costly mistakes.

Make the most of your Private Banking and Advice Manager, and turn to them for help to:

Optimise your investment strategy

The right choice for today may not work for you tomorrow. Expert support can help you make a financial plan that aims to be flexible and can be reviewed with you when there are changes in your life.

Recognise the risks

When you invest, it can be difficult to objectively assess your own willingness to take risk or grasp your capacity for loss. It’s well worth talking it through with your Private Banking and Advice Manager.

Understand financial management

Investment products, pensions and tax wrappers are becoming increasingly complex. Managing these yourself can take time and effort, so use your Private Banking and Advice Manager’s expertise.

Choose appropriate products

Mistakes can be costly and irrevocable. Your Private Banking and Advice Manager can make recommendations, where appropriate, that aim to achieve your financial goals and help you ensure you’re taking the most appropriate steps.

Financial planning

Investment strategy

Our advisers can develop a plan designed to help nurture your wealth - and can review this with you whenever there are changes in your personal circumstances.

Whether you are planning for retirement, putting money aside for your family’s future or you simply want to grow your wealth, we will work with you to create a durable, long-term investment strategy.

We aim to get a clear understanding of what you want to achieve, taking into account your attitude to risk, how much you have to invest and when you might need to access your wealth.

Please remember that the value of investments, and the income from them, may fall as well as rise. Investors may not receive back the full amount originally invested. Past performance is not a guide to future performance.

Our investment strategy

Before any services or products are provided to you we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.

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Book an appointment

Get in touch with one of our Private Banking and Advice Managers.

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

No obligation to take any of our services or products.

 

Phone

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.