Our remote advice service can provide financial planning by:
To fully utilise this service it is recommended that you have:-
Alternatively your appointment can be conducted over the phone.
An investment is an asset that may generate income or grow in value in the future, but this is not guaranteed.
Financial advice is about helping you reach your financial goals. These could be:
Our Private Banking and Advice Managers work with you to create a financial plan to suit your individual needs and long term ambitions.
There are no charges for our initial meeting and no obligation to take any of our services or products. There may be fees and charges though for any advice or services we subsequently provide.
Good advice on financial matters is invaluable to help you make the most of your money for now and the future.
Flexibility is the key. In order to provide you with advice designed to meet your needs, our Private Banking and Advice Managers will spend time gaining a thorough understanding of your current circumstances and what you are looking to achieve.
We can review the plan whenever you ask us to do so and, if your circumstances change, we will adapt it, where possible to suit them. For example:
When it comes to risk, we will help you find the most appropriate fit for you.
A vital part of making the most appropriate investment decision is your understanding of and attitude to risk.
Different investments have different risks and behave in different ways. Our Private Banking and Advice Manager will spend time with you to make sure that you’re aware of the possible outcomes of any investment, so that you are comfortable with the risks involved.
Any investment recommended will be selected to suit your personal attitude to risk.
Lloyds Banking Group includes Lloyds Bank, the Halifax and Bank of Scotland and their associated companies. More information can be found at www.lloydsbankinggroup.com