We understand your desire to make the most of your investments, so as experts in long-term financial planning, we're here to help you achieve your financial goals.
Your dedicated Client Manager will work closely with you to understand your current lifestyle, attitude towards investment risk and financial plans for the future. Enabling them to identify and provide advice on options that are best suited for your needs, across a range of complex areas:
Review your finances with us and enjoy the benefits of one-to-one service from an expert adviser supported by a portfolio of specialist products.
Why choose us?
Advice that we give is based on our own products and on a selection of those from other providers we trust. The value of the money you invest is not guaranteed, it will go down as well as up, and you may get back less than you invested.
Our clients generally earn £50,000 a year or more, or have complex investment, retirement, inheritance tax or business planning requirements.
If you have more basic financial planning requirements please visit the Bank of Scotland website.
To take advantage of the benefits of our Investment Service, simply call us, or e-mail us today.
0870 121 4899
