Looking for financial peace of mind?

Spend more time focusing on what really matters. We could help you plan your finances and talk through any concerns, all for a simple, one-off advice fee.

Eligibility criteria, and on-going product fees or charges may apply. All our investment solutions are managed by Coutts. All advice and recomendations will be restricted to investment and protection products on the panel of products available to the financial planner.

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Financial planning and advice could help take your money even further

Team of qualified financial planners

Our specialists bring a wealth of knowledge, know-how and experience to help get your finances in the best possible shape.

Range of ready-made investments by Coutts

Get access to expertly managed funds and portfolios by Coutts, that could help your money flourish over the long term.

A one-off fee for financial advice

You pay a one-off flat fee for financial planning or investment advice. And with no on-going advice fees, you have more money to invest.

Whilst there are no ongoing advice fees, there may be specific product fees or charges

What is financial planning?

A deep dive into your financial life that could help you to secure the future you want.

Get your bases covered with will-writing, pension and estate planning, and income protection services.

Structure your finances tax-efficiently, diversify your investment portfolio, and understand inheritance including gifts and setting up trusts for your loved ones.

One-off advice fee of £7,000 plus VAT - however complex your financial planning requirements.

The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, and on-going product fees or charges may apply.

What is investment advice?

Guidance on the right kind of investments for you and your family's goals.

Get tailored advice on our funds and portfolio services.

Find out if you could save money by consolidating your existing investments.

One-off, flat fee of £3,000 plus VAT - designed to help you grow your money over time.

The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, and on-going product fees or charges apply.

Let's start your financial planning journey

Ready to get in touch with your Premier Banking team? Just leave your contact details and availability via the button below and let us know a convenient time to get in touch.

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Discover Coutts

As one of the best-known private banks in the world, Coutts deliver and manage all our investment solutions.

They have more than 300 years of experience and more than £43bn (Q1, 2024) in assets under management.

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