Consultation meetings are free, but fees and eligibility criteria could apply to products or services used. Recommendations are limited to the financial planner's product panel. Investment solutions are managed by Coutts. The value of investments can go up and down, so you many not get back the full amount you invest.
What is the Premier financial Planning service?
Financial planning involves a deep dive into your financial life. This includes getting advice that is tailored to your individual needs and goals. It could help you secure the financial future you want.
With NatWest Premier, you’ll receive specialist financial planning advice for a one-off, flat fee of £7,000 (plus VAT) - however complex your requirements.
- Planning ahead. We’ll help with will writing, pension and estate planning, income protection services and cash flow planning
- Understanding tax and investments. Structure your investments tax-efficiently and diversify your investment portfolio
- Managing your wealth. Learn how to manage inheritance for future generations and how to draw down on the wealth you've built over your lifetime.
This service is designed for Premier customers with at least £250,000 of investable assets. This includes any savings or even pension sums.