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Bank of Scotland Investment Service
Bank of Scotland Investment Service is a specialist service dedicated to serving clients with existing investment portfolios or those with substantial liquid assets to invest. You can book a no-obligation appointment with a Client Manager who will take the time to understand your individual circumstances and make detailed recommendations from a selection of products provided by us and a range of other carefully selected providers.
Your personal Client Manager can also advise on the following areas to help keep your financial goals on track:
• Pensions and retirement planning
• Inheritance tax and estate planning
• Investments
• Protection and life assurance
For further details on Bank of Scotland Investment Service please visit: www.bankofscotland.co.uk/privateclients and click on the section 'Investment Service'.
| The private clients website also provides further information on other specialist services... |
| Bank of Scotland Private Banking - offers exceptional personal service and a wealth of expertise designed to support clients in their day-to-day finances |
| Bank of Scotland Portfolio Management Service - a discretionary service whereby your portfolio is managed by investment professionals on your behalf |
| Bank of Scotland Annuity Service - one of the UK's leading whole of market annuity adviser firms, this service is dedicated to finding you a better financial deal for your personal circumstances |
Next Steps
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If you'd like advice or you want more information you can book an appointment with a financial adviser.
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