EXPERTISE AND ADVICE


You’ll have certain goals and aspirations in your life, and there are various financial strategies that can help you achieve them

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.

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EXPERT SERVICE, BUILT AROUND YOU

As a Private Banking customer, you’ll receive a personalised service that’s built around your needs, provided by our experienced and highly-skilled professionals.

Your main contact will be your Private Banking and Advice Manager. They’ll work closely with you from the beginning, to understand your objectives and requirements. With the support of their team of experts, they’ll create a financial plan that will aim to help you to achieve your goals. Your Private Banking and Advice Manager will stay as your first port of call whenever you need financial guidance.

YOUR PRIVATE BANKING AND ADVICE MANAGER

Your Private Banking and Advice Manager is your main contact to access our full range of services – from investment planning to helping you manage your everyday banking transactions.

PERSONALISED FINANCIAL ADVICE

Our Private Banking and Advice Managers will take time to identify your goals and aspirations, creating a personalised financial plan that they use to determine appropriate products and solutions for you

Become a client

To arrange an appointment with one of our Private Banking and Advice Managers book an appointment online or call us. 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:

OUR TERMS & CONDITIONS

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.