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Is advice right for me?
If you're facing a big decision on which a lot of money depends, advice can be invaluable.
What is financial advice?
Expert financial advice can help you organise your finances and project the results of your savings and investments you may have, so you can see how well prepared you are for the future. It can also help you make decisions with your money that will aim to help you reach your financial goals as efficiently as possible.
Financial advice can cover a range of services such as investing, inheritance tax planning, pension planning and protection.
Financial advice for every stage of life
Whether you’re planning for the future or navigating a major life change, expert financial advice can help you make confident decisions, with support tailored to your goals and circumstances.
Does Lloyds Bank offer financial advice?
Lloyds Wealth is a financial advice service from Lloyds Bank, offering personalised financial advice to help customers plan for the future and make informed decisions based on individual circumstances.
To apply for the service, at least 1 of the following must apply to you.
- Have at least £100,000 in sole income.
- Have at least £100,000 spread across sole or joint savings, investments and personal pensions.
- Are a UK resident and at least 18 years of age.
Product restrictions apply if you're aged 80+.
How expensive is advice?
Lloyds Wealth specialist advisers give all customers a free personalised financial plan.
Charges will then only apply if you choose to take out a product or service. The amount will vary depending on the type of advice you choose.
Can I just manage my finances myself?
We have options if you want to manage your finances yourself, but before you do you may want to consider the following.
- Do you have time to do the research?
- Do you have the experience, knowledge or skills to support you achieving your financial goals as efficiently as possible?
- Do you have the expertise around investments, pensions, protection or inheritance planning?
If your answer to any of these is no, then you may want to consider seeking expert financial advice.
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Important legal information
Lloyds and Lloyds Wealth are trading names of Lloyds Wealth Management Limited. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 11722983. Authorised and regulated by the Financial Conduct Authority under registration number 830170.