Do you have a financial planning service?
Yes. We can arrange a meeting for you with one of our advisers at a time and place that suits you - at home, at work or in your local branch.
Our adviser will discuss your current financial circumstances and understand your needs and goals.
They will then produce a financial plan that's tailored to your needs and advises you how to reach your goals.
Our Financial Planning Managers can help you with any aspect of financial planning, including:
- Estate and Inheritance Tax planning
- Planning for retirement
- Protecting your income
- Protecting your dependants
- Making the most of your investments
- Employee benefits
- Director pensions.
For an appointment call on 0845 070 5099* or read more about our Financial planning service.
* Lines are open 9am-5pm Monday to Friday, excluding bank holidays. To maintain a quality service, we may monitor or record phone calls. See call charges info.
