Advisory services

Make your own decisions, with our expert support

Manage your own portfolio with specialist investment advice every step of the way.

About our advisory services

We’ll provide you with expert advice and tailored investment recommendations, but the final decision and management of your portfolio is down to you. The value of investments can fall as well as rise. You may get back less than you originally invested.

Understanding your goals

We’ll take the time to understand your ambitions, personal circumstances and approach to risk to provide tailored advice and recommendations to help you achieve your investment goals.

Expert, up-to-date advice

Our investment advice is drawn from leading research and the latest trends, so we can keep you informed of opportunities as they arise. We’ll also provide you with regular reports and portfolio reviews.

Financial planning

While the final decisions are always down to you, we offer access to expert financial planning to help you ensure your investments are in line with your wider ambitions.

Things to consider

Our advisory services provide restricted advice. We’ll advise and make a recommendation for you after we’ve assessed your needs. We offer advice on limited types of products, which we offer from a limited number of companies. We can provide you with a list of these companies and products.

Ready to talk?

To help us put you in touch with the right team and the right services, we have two questions to ask you.

Do you live in the UK?
Do you have £5 million or more in investable assets?
Do you have £500,000 or more in investable assets?

Please choose the following link and provide your details or speak with one of our Wealth Management Client Services team on 0800 279 4893*

*Opening hours: Monday to Friday, 09:00 to 17:00 (excluding UK bank holidays).

Calls to 0800 numbers are free if made from a UK landline and international calls are charged at local rate, mobile costs may vary – please check with your telecoms provider. Calls may be recorded so that we can monitor the quality of our service and for security purposes.

Request a call back

We have a self-directed investment offering which may be of interest

This service does not provide any personal advice. If you're not sure about the suitability of investments for you, seek independent advice.

Remember, investments can fall as well as rise in value – you may get back less than you invest.

Visit Smart Investor

Given your circumstances, our Private Bank team will be able to better help you.

Private Bank

Our Wealth Management services are only for UK residents, so our International Banking team will be able to better help you.

International Banking