Face to Face Advice Service

Face to Face Advice Service

Understanding your financial needs

The value of investments and any income from them can fall as well as rise, and you may not get back the full amount you invest.
Investments should be held for the medium to long term, typically for at least 5 years or more.

At a glance
Investment Advice

Our Face to Face advice service from Wealth Managers in the Private Client Advice team is available to customers who want investment advice and:

  • Can invest a minimum of £250,000 or more from deposit based capital.  In addition will need to hold a minimum of £360,000 in deposit based capital overall (held inside or outside the bank)
  • Customers that want to top up an existing investment and don’t require advice can contact Specialist Banking Client Services directly on 0345 300 3991.  If a customer does require advice and is looking to top up by at least £250,000, they can meet a Wealth Manager in the Private Client advice team.    If the customer holds a legacy Standard Life Wealth DFM investment, this can only be topped up via a Wealth Manager regardless of the amount they wish to top up.   
Protection Advice

For advice on Protection (Life/Critical Illness/Income protection), this is available from Wealth Managers in the Private Client Advice team to customers who want protection advice and:

Hold Assets of over £1M (Not including Main residence or any capital held in Pension funds) or have income of over £500k p.a.

The Private Client advice wealth manager team offer a tailored advice service to Private Banking customers covering the whole of the United Kingdom.

The advice and any recommendations will be restricted to the investment and protection products on the panel of products available to the Wealth Manager.  The protection products are provided by a panel of insurers.  Details of the protection products are available on request.  Fees apply with our Face to Face advice service.

Who is the Face to Face Advice Service for?

We understand that everyone's financial needs are different
That's why advice from our qualified Wealth Managers is focused on what really matters to you. Whether that's simply making your investments work harder, or addressing your protection needs, as well as taking into consideration available tax-efficient allowances.

Our Private Client wealth managers team go through regular training and development programs, so you know they're giving you professional advice you can trust.

They're trained to give you personalised guidance and make recommendations based on your individual situation.

The Private Client wealth managers will advise and make a tailored recommendation for you after they have assessed your needs.

Face to Face investment advice service is available to customers who want investment advice and:

  • Can invest a minimum of £250,000 or more from deposit based capital.  In addition will need to hold a minimum of £360,000 in deposit based capital overall (held inside or outside the bank)

Face to Face protection advice: For advice on Protection (Life/Critical Illness/Income Protection), this is available from Private Client wealth managers to customers who want protection advice and:

  • Hold Assets of over £1M (Not including Main residence or any capital held in Pension funds) or have income of over £500k p.a.

If you meet these criteria and want to book an appointment with a Private Client wealth manager contact your Private Banking Manager, who can arrange an appointment with a Wealth Manager. Alternatively contact the Private Banking team on 0333 202 3330 to discuss the benefits they can provide.

Add your signposting title here… Coutts Investment Funds

Once eligibility criteria have been met and the customer's needs identified, our Private Client wealth managers can offer them access to a range of Coutts Investment Funds, which aim to deliver attractive long-term returns by investing in a broad range of asset classes such as cash, bonds, equities, commodities and property.

The funds cover a broad range of investment objectives and risk profiles which have been designed with our customer's needs in mind.

Important information
Investments should be held for the medium to long term, typically for at least 5 years or more.

Add your signposting title here… Want to get in touch?

Contact your Private Banking Manager, who can arrange an appointment with a Private Client wealth manager.  Alternatively contact the Private Banking team on 0333 202 3330 to discuss the benefits they can provide.

Our Private Client wealth managers will make sure you can get the most from our Face to Face advice service if you're looking to invest over the medium to long term, typically for at least 5 years or more and can:

  • invest a minimum of £250,000 or more from deposit based capital.  In addition will need to hold a minimum of £360,000 in deposit based capital overall (held inside or outside the bank).
  • For advice on Protection, you will need to hold Assets of over £1M (Not including Main residence or any capital held in Pension funds) or have income of over £500k p.a
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