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- PrivateBankingSpecialist banking services provided by your own Relationship Manager.
- InvestmentServiceExpert financial planning advice covering retirement, inheritance and protection.
- AnnuityServiceFor the potential of a better return consult our annuity experts.
- OtherServicesOther services, including business and offshore banking.
Protecting your family
We understand that for most people, there's nothing more important than making sure your family is protected, both during and after your lifetime.
At Bank of Scotland Investment Service, our Client Managers are experts in providing advice on:
- Inheritance tax planning;
- Protection and life assurance;
- Trust planning to reduce inheritance tax.
So make sure your family's best interests are looked after and arrange an appointment today to review your current circumstances.
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.
Who can join?
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.
Contact us
To take advantage of the benefits of our Investment Service, simply call us, or e-mail us today.
0870 121 4899
