Financial Advice Service
Advice for you, not someone like you
Whether your dream is to retire in style, manage and grow your wealth or provide financial security for the future of your loved ones, with the help of your dedicated Premier Relationship Manager, a qualified financial adviser, you could start to build the future you’ve imagined.
Learn how to get the most out of your ISA allowance.
You may be eligible for Bank Premier Financial Advice Service if you have £50,000 or more in savings and investments, are at least 18 years old, UK resident and have an Bank or First Direct current account or savings account.
Find out more
If you would like to find out more about the Premier Financial Advice Service or book an appointment call:
For Premier Customers:
* All calls are recorded, lines are open 24 hours a day, 7 days a week.
Other customers or if you are new to Bank:
* All calls are recorded, lines are open 8am to 6pm, Monday to Friday (excluding Banking Holidays).
To discuss your existing Bank investments call:
* All calls are recorded, lines are open 8am to 6pm, Monday to Friday (excluding Bank Holidays).
The value of investments, and any income received from them, can fall as well as rise and you may not get back what you invested. For some investments this can happen as a result of exchange rate fluctuations, as shares and funds may have an exposure to overseas markets.
Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in established markets.
We recommend that you should regard stock market investments as medium to long term commitments (by which we mean that you should be prepared to hold them for a period of not less than 5 years).