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You and your Premier Banking Manager
What matters to you, matters to your Premier Banking Manager. They're here to make life easier and help you to make the most of your money. If you need financial advice, they could also connect you to our network of qualified advisors.
Investment advice
If you're looking for specialist investment advice and are able to invest £250,000 or more. Your Premier Banking Manager can arrange an appointment with a wealth manager. A fee applies for this service.
The service is provided by qualified wealth managers in our Premier Financial Planning 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.
All our investment solutions are delivered and managed by Coutts. All advice and recommendations will be restricted to investment and protection products on the panel of products available to the wealth manager.
Will-writing & Executor service
Protecting your wealth
Help ensure your money and assets are shared according to your wishes. Our Will-writing & Executor Service will help you to do so in the most efficient way, giving you peace of mind. A fee will apply.
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Estate Administration service
Planning for the future
The loss of a family member or close friend is always difficult. Our Estate Administration service can take care of the details for you. A fee applies for this service.
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Get started with Premier Banking
Our free Premier Banking service could help you manage your money and make it do more for you. We’re here to provide financial help when you need us.