MANAGING YOUR WEALTH


Whether you’re planning for retirement or looking to grow your wealth, we’ll help you design a durable wealth management strategy

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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STRUCTURING AND TRANSFERING YOUR WEALTH

Designed to help you secure and pass on your wealth, talk to us about access to a range of services, from Will Writing, Inheritance Tax Planning and Trust Management services to Estate Administration.

RETIREMENT PLANNING

Careful forward planning is essential if you want to enjoy a comfortable retirement. Our experts can help you make plans aiming for the lifestyle you want in retirement.

PLANNING AHEAD

Wealth can bring many opportunities to enjoy life in the present. But planning ahead and managing your wealth to provide security for you and your family, both now and over the longer term, is a key consideration.

Our Private Banking and Advice Managers have the knowledge and expertise to help take you through a detailed financial planning process. They’ll help you establish your goals for the future, then discuss the options open to you.

Their help and advice if required can range from structuring your investments efficiently, planning for your retirement, identifying solutions that can help provide security and income for your family if anything should happen to you and tax efficient ways to pass on your wealth.

We provide services and products through different entities within Lloyds Banking Group as well as through specialised third parties. For more information on who is providing your service, please speak to your Private Banking and Advice Manager.

Our products and services have individual terms and conditions. Fees and charges may apply.

PERSONAL TAX SERVICE

Tax advice has an important part to play in successful wealth management. The Personal Tax Service is provided by leading tax specialists, Ernst & Young LLP. The service covers everything from completing your annual tax return to providing advice on more complex tax requirements.

PROTECTION

None of us know what tomorrow may bring, but we can put a plan in place for you and your family that aims to provide security and protection in the case of an accident, illness or death. We can design a plan with a range of solutions that aim to give you choice, flexibility and security when you need it most.

INVESTMENTS

Choosing where to invest your wealth can be complicated. Our Private Banking and Advice Managers can help bring clarity to the process, starting with a clear understanding of your objectives.

ABOUT OUR PRODUCTS & SERVICES

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.

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: