Talk to us about how our expert service can help you with your aspirations and goals.
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.
None of us likes to imagine a future where we’re unable to provide for our family in the event of our death. By taking out Life Assurance, you could continue to support your loved ones even if the worst should happen.
You can take out life assurance to cover a number of different needs. You may want to cover the mortgage liability on your home or an inheritance tax liability. It could be to cover university fees, or simply to provide your family with funds for everyday living in the event of your death. Our aim will be to help you look ahead and arrange affordable cover that could provide for the things in the future that are most important to you.
There may be age restrictions, exclusions and/or limitations attached to some of these policies as they are all subject to separate terms and conditions which an adviser will tell you about. Fees and charges may apply.
Bank of Scotland plc and Lloyds Bank plc are both part of Lloyds Banking Group. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com
Bank of Scotland plc
Registered Office: The Mound, Edinburgh EH1 1YZ. Registered in Scotland No. SC327000. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 169628.
Lloyds Bank plc
Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.