Independent financial advice

If you have at least £1million of savings and investments or an annual salary of £250,000 or more

We will give you independent financial advice from across the whole of the market, and recommendations you can trust. This means that you receive the most suitable financial strategy and products to achieve your goals.

Some of the products and service we can recommend to you include:

Protection

We can carry out a financial health check of your protection arrangements and make appropriate recommendations to help ensure that you and your family receive the financial support you need:

• should you or your spouse/civil partner suffer a serious illness,
• should you suffer loss of income through being unable to work as a result of illness or disability,
• should you or your spouse/civil partner need long-term nursing care,
• in the sad event of your death or that of your spouse/civil partner.

Retirement

We can review your retirement planning arrangements and make appropriate recommendations to help you maintain the standard of living you require after you stop working.

Investments

As part of your overall investment strategy we also offer independent financial advice on any specific investment requirements you may have, to complement your managed portfolio. We can select the most appropriate investment to meet your objectives, time horizon and attitude to risk – this could be a unit trust, insurance bond, fixed income bond or a more specialist product. We continuously monitor the market to identify leading products from the top UK investment providers.

Further Information

You can get more details about our Mayfair Asset Management Service and other services from one of our Mayfair Service Offices.

Lloyds TSB Bank plc and Lloyds TSB Scotland plc are authorised and regulated by the Financial Services Authority. FSA authorisation can be checked on the FSA’s Register at: www.fsa.gov.uk/register. Lloyds TSB Bank plc and Lloyds TSB Scotland plc are members of the Financial Services Compensation Scheme and the Financial Ombudsman Service.