Our products and services

How we can meet all your wealth needs

From wealth planning to mortgages, investment management to lending, we offer a full suite of products and services that are designed to help you achieve your goals.

What we offer

Expert wealth planning

  • Tax-efficient structuring^
  • Trusts and bonds
  • Retirement planning, including pensions
  • Wealth protection and insurance

Tailored investment solutions

  • Discretionary portfolio management
  • Advisory and execution-only services
  • Managed funds
  • Impact investing expertise

Lending options

  • Residential and buy-to-let mortgages
  • Portfolio finance
  • Bespoke loans

Flexible, easy banking

  • Everyday banking services
  • Savings accounts
  • Award-winning app and online banking

^Tax rules can change in future and their effects will depend on your individual circumstances.

The value of investments can fall as well as rise. You may get back less than you originally invested.

A personalised approach to your wealth

Relationship management

A team dedicated to you

To help you try to achieve your financial goals and ensure everyday support, we provide a dedicated team of wealth managers, planners and other specialists.

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