We understand that everyone's financial needs are different
That's why advice from our qualified Wealth Managers is focused on what really matters to you. Whether that's simply making your investments work harder, or addressing your protection needs, as well as taking into consideration available tax-efficient allowances.
Our Private Client wealth managers team go through regular training and development programs, so you know they're giving you professional advice you can trust.
They're trained to give you personalised guidance and make recommendations based on your individual situation.
The Private Client wealth managers will advise and make a tailored recommendation for you after they have assessed your needs.
Face to Face investment advice service is available to customers who want investment advice and:
- Can invest a minimum of £250,000 or more from deposit based capital. In addition will need to hold a minimum of £360,000 in deposit based capital overall (held inside or outside the bank)
Face to Face protection advice: For advice on Protection (Life/Critical Illness/Income Protection), this is available from Private Client wealth managers to customers who want protection advice and:
- Hold Assets of over £1M (Not including Main residence or any capital held in Pension funds) or have income of over £500k p.a.
If you meet these criteria and want to book an appointment with a Private Client wealth manager contact your Private Banking Manager, who can arrange an appointment with a Wealth Manager. Alternatively contact the Private Banking team on 0333 202 3330 to discuss the benefits they can provide.