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Bank of Scotland Investment Service

Bank of Scotland Investment Service

Bank of Scotland Investment Service is a specialist service dedicated to serve clients with existing investment portfolios or those with substantial liquid assets to invest. You can book a no-obligation appointment with an adviser 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

Book an appointment with a Halifax financial adviser If you'd like advice or you want more information you can book an appointment with a financial adviser.

 

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