How a Financial Adviser Can Help You

If you feel you would like advice you can book a face to face appointment with a Financial Adviser.

Meeting a Financial Adviser

Whatever your priorities may be in the short-term or your dreams for the future, our Financial Advisers will listen and provide you with help, information and advice without obligation. Or if you simply want to give your finances a health check, book an appointment today.

We will provide you with guidance and advice on savings, investments, protection and retirement. Based on the information that you provide we will make recommendations. There’s absolutely no pressure and it’s your choice whether you go ahead.

You will need to set aside at least one hour for the meeting so that we can find out about your financial circumstances and what your aims are. Please download this questionnaire and bring it with you.

Book an appointment with a Financial Adviser

*Lines are open Mon - Fri 8am - 8pm & Sat 9am - 1pm.

Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ

 

Visit a branch

Use our branch locator to find branch facilities in your area by any part of the address, postcode or both.

Bank of Scotland Branch Locator

Book an appointment

Book an appointment to see one of our Financial Advisers

Book an appointment