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 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

Book an appointment

To arrange an appointment with your local Senior Wealth Planning Manager simply call us on 0800 056 0031 (lines are open 8am to 8pm Monday to Friday, and 9am to 5pm on Saturday).

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.

* The documents on this page are pdf files. To read pdf files you need the Adobe Acrobat Reader software. To download this application free of charge please use this link to go to the Adobe website. Although the Lloyds Banking Group plc takes every precaution in ensuring that the files available for you to download from this site are virus free, we cannot guarantee that the file you are about to download is free from viruses or other similar codes or programs.
It is a condition of allowing you to download through our site that any liability on our part in respect of, or arising directly or indirectly out of, any virus or similar codes or programs is excluded.
Therefore please run virus checking software before using the downloaded files.

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