Our Face-to-Face Advice Service is available to customers who want specialist investment advice and are able to invest £250,000 or more. The service is provided by qualified wealth managers in our Private Client Advice team who can help with:
Investment Planning – develop an investment strategy based on a thorough understanding of your needs and attitude to risk.
Preparing for retirement - by understanding your current circumstances, help you to identity opportunities and maximise your retirement plan.
Estate planning - advice and recommendations on how best to structure your investments, to help ensure your wealth is passed on according to your wishes.
Your Premier Banking Manager can arrange an appointment with a wealth manager.