Financial advice.

Here at Halifax we do not provide financial advice, but Lloyds Bank plc (who are part of the same group of companies as us) do.

If you’re not sure about investing or don’t have enough time to manage your money effectively, a Private Banking and Advice Manager can provide advice, where appropriate, on a range of financial planning solutions helping you to develop a financial strategy appropriate to your circumstances.

If you’ve got an individual annual income of £100,000 or more, or the same amount in savings and investments which includes personal pensions, you can take advantage of a wide range of financial planning services. A fee will apply for this service.

Your Private Banking and Advice Manager will take the time to fully understand your current situation and what you want to achieve. This may include:

  • identifying whether there are any gaps in your current financial arrangements
  • recommending a comprehensive financial plan
  • when requested, helping you review and adapt your plan as your life and financial circumstances change

A Private Banking and Advice Manager will be able to help you consider the following with the aim of meeting the changes in your life and financial circumstances:

  • Protecting your family and assets
  • Planning for retirement (pre and post retirement)
  • Seeking to grow your wealth
  • Passing on your wealth

A Private Banking and Advice Manager will work with you with the aim of finding the right solutions from a range offered by Lloyds Bank plc and selected providers. They may also recommend the services of other specialist advisers within Lloyds Banking Group or external specialists, should this be beneficial.


Is financial advice right for you?

If you have at least £100,000 of savings and investments, which includes pensions, or a sole income of at least £100,000 per annum, you can take advantage of the wide range of financial planning solutions that a Private Banking and Advice Manager can offer.

To find out more, request an appointment with a Lloyds Bank plc Private Banking and Advice Manager:

Book an appointment

Alternatively, book an appointment by calling on 0345 366 2729 (Mon, Wed and Fri 9am-5pm, Tues and Thurs 9am-7pm, Sat 9am-1pm. Excluding Bank Holidays). Call charges may vary and calls may be monitored and recorded. If you're calling from abroad or would prefer not to use the 0345 number, you can call us on +44 (0) 113 254 9628.

There are no charges for our initial appointment and no obligation to take any of our services or products. There may be fees and charges for any advice or services subsequently provided.

If you are not eligible for financial advice, the Money Advice Service has a range of calculators and guides available online. You can also find details of independent financial advisers near you.


Book an appointment

To arrange an appointment with a Lloyds Bank plc Private Banking and Advice Manager:

Book an appointment

Call 0345 366 2729

If you're calling from abroad or would prefer not to use the 0345 number, you can call us on +44 (0) 113 254 9628.

Mon, Wed and Fri 9am-5pm
Tues and Thurs 9am-7pm
Sat 9am-1pm
Excluding Bank Holidays

Call charges may vary and calls may be monitored and recorded.


Halifax is a division of Bank of Scotland plc. Bank of Scotland plc, Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.

Lloyds Bank plc. Registered Office: 25 Gresham Street, London, EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.