Investment Banking
Plan your future with confidence
As part of your plan, your Personal Wealth Advisor will help you consider 5 key areas of your financial future:
Your Personal Wealth Advisor can help you find the most efficient way to invest your wealth with a tailored plan. They’ll present the options you have available to grow your wealth and achieve your goals, based on the level of risk you’re willing to take.
Life can bring unexpected challenges, such as an illness, injury or loss of income. So your plan will also consider your life and income protection needs to bring you peace of mind.
You may have a single pension, multiple pensions or no pension at all. Either way, your financial plan can show you the path to the retirement you’ve always hoped for.
There’s lots of decisions to be made about how best to access your pension. Your plan will help you understand all the options available so you can manage the income from your pension with confidence.
When it comes to passing on your wealth to the next generation, you’ll want to do it in the most tax efficient way. Your plan can cover how best to pass on your wealth to those you care for the most.
