BECOME A CLIENT


Whatever financial decisions you need to make , we’re here to help you make the right choices

WE’LL HELP YOU MAKE THE RIGHT FINANCIAL DECISIONS

Every day you make choices about the future for you and your family. Some of the most important decisions you make are about your finances – because it directly impacts the welfare of you and your loved ones. So whatever decisions you make we want to help you make appropriate ones.

It all starts with a conversation with one of our Private Banking and Advice Managers. They’ll get to know you, your current circumstances and any plans you may already have in place. Then they can outline a clear strategy to help you aim to achieve your financial ambitions.

There’s no charge for this initial discussion, and of course you’re under no obligation to become a client.

For access to advice from a Private Banking and Advice Manager, you’ll need at least £250,000 in savings, investments and/or personal pensions and/or a sole annual income of at least £250,000.

Before we provide you with any services or products, we will explain and agree with you what advice can be given, the products and services this advice covers and any charges that will apply.

Advised services are provided by Bank of Scotland plc or Lloyds Bank plc dependent upon the nature of the advice. Our recommendations will be based on our understanding of your personal circumstances and plans at the time that we provide you with advice. For Advised services, we will advise and make a recommendation for you after we have assessed your needs. We only offer selected products from a limited number of companies. You can find out more about adviser fee charging and professional standards by visiting the FCA.

Non-advised services are provided by Bank of Scotland plc in relation to banking, savings and lending products. For non-advised services, you will not receive advice or a recommendation from us and you will need to make your own choice about how to proceed.

WOULD YOU LIKE TO KNOW MORE?

Please complete our form to request an appointment with a Private Banking and Advice Manager or if you prefer to arrange your appointment by phone, please call us on 0345 366 2727. 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.

Calls may be monitored and recorded.

Local call charges apply to calls from UK landlines, and may be higher for calls from mobile phones, or from abroad.

APPOINTMENT FORM

Please complete our form to request an appointment with a Private Banking and Advice Manager

BY PHONE

If you would prefer to arrange your appointment by phone, please call us on:

IF YOU'RE AN EXISTING CLIENT

If you're an existing Bank of Scotland Private Banking client, and would like to get in touch, please contact your local Private Banking office, or call 0345 711 1111. Lines open 7am - 11pm, seven days a week, including Bank Holidays

CONTACT AN OFFICE

Contact your local Private Banking office

BY PHONE

Call our Private Banking telephone service