Our Relationship Service
Designed for clients who maintain at least £100,000 or currency equivalent* with us our Relationship Service offers clients a dedicated Relationship Manager to help you manage your wealth and put you touch with a range of other financial experts should you need them.
Our Relationship Managers
Our Relationship Managers will work closely with you to help you manage your wealth. They’ll explore your financial ambitions in detail to help you develop a plan to achieve them over time. They’ll review your finances throughout the year and contact you with relevant information.
As a Relationship Service client you’ll also have access to a wider range of products and services such as investment products, access to financial specialists and access to buy to let mortgages giving you the opportunity to receive an income from your property.
Talk to our other experts
Our Relationship Managers can also put you in touch with our other financial experts. You can talk to our Treasury Specialists for insight and guidance on foreign exchange markets and FX execution services and our International Investment Advisers can help you to build and shape your investment plan. If your assets with us are £250,000* or more, you’ll also be able to talk to our Trust Specialists about preserving and passing on your wealth.
Please note that all investments carry risks which means that they can fall in value as well as rise and you may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage. Your buy-to-let property may be repossessed or a receiver of rent appointed if you do not keep up payments on your mortgage.