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HOW A FINANCIAL ADVISER CAN HELP YOU
If you feel you would like advice you can book a face to face appointment with a Financial Adviser.
Meeting a Financial Adviser
Whatever your priorities may be in the short-term or your dreams for the future, our Financial Advisers will listen and provide you with help, information and advice without obligation. Or if you simply want to give your finances a health check, book an appointment today.
We will provide you with guidance and advice on savings, investments, protection and retirement planning. Based on the information that you provide we will make recommendations. There’s absolutely no pressure and it’s your choice whether you go ahead.
You will need to set aside at least one hour for the meeting so that we can find out about your financial circumstances and what your aims are. Please download this questionnaire and bring it with you.
Alternatively, if you earn £50,000 a year or more, or have significant liquid assets to invest, you may have more complex financial planning requirements, if so please visit Bank of Scotland Investment Service.
Book an appointment...
...with a Financial Adviser.
- Call 0845 850 3701
- Find your nearest branch
- Book an appointment online
*Lines are open 8am - 6pm Mon - Fri, 8am - 3pm Sat.
Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh, EH1 1YZ