Wealth Planning

Our Wealth Planning service can help you make the most of your money, for now and for the future.

If you have a sole income of at least £60,000 per annum, joint income of £80,000, or at least £100,000 of savings and investments, you can take advantage of the full range of financial solutions that the Wealth Planning service has to offer.

We will:

• discuss your specific financial goals – be it paying for your children’s and possibly grandchildren’s education, profiting from the stock market, protecting family wealth or building a retirement fund,
• guide you through all the opportunities available from the Wealth Planning service. With a breadth of knowledge across the financial spectrum, our qualified financial advisers can advise on the options that will best suit you,
• put in place a financial plan suited to your needs and give you recommendations you can trust. This means that you receive a suitable financial strategy for you and the necessary products to achieve your goals, prepare for your retirement and plan for your family’s future.

Our Ideas magazine is packed with interesting, stimulating and thought-provoking articles, written with you in mind. Read our Spring/Summer issue*.

The Investor Outlook report from Lloyds TSB Wealth Management gives a unique insight into the way that we feel about investing in the stock market following a summer of financial turbulence.

Click here to read The Investor Outlook report.

To find out more

Visit your local branch to make an appointment with a Senior Wealth Planning Manager.