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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:

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

Find a Lloyds TSB branchVisit your local branch to make an appointment with a Senior Wealth Planning Manager.

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