Take the next step in your journey with Premier financial planning. Our experts provide tailored advice to help you work towards your financial goals.
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The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, and on-going product fees or charges may apply.
Retirement planning
Your retirement plan deserves to work for your life. We’ll support you with planning lifestyle choices, meaningful future goals, managing inflation and keeping income stable over time.
Estate planning
Your future matters. Take simple steps today to work towards passing on more of your wealth to the people who matter most. Gifting and inheritance planning could help make this possible.
Tax Planning
We guide you to take full advantage of reliefs and allowances, helping your finances stay tax-efficient and plan for the future.
Lump sum investing
New wealth from an inheritance or business sale opens up possibilities. We’re here to help you invest tax efficiently and plan to protect your financial future.
Building long-term wealth
Build your wealth over the long term with an investment approach shaped around your ambitions, priorities and attitude to risk, while retaining the flexibility to adapt as your circumstances change.
Securing your future
Think now to stay secure later. Together, we can help you prepare for illness, loss, or other life changes, so you and your family can feel ready for the road ahead.
All our investment solutions are managed by Coutts. All advice and recommendations will be restricted to investment and protection products on the panel of products available to the financial planner.
Online Investment Advice
Our Online Investment Advice Service makes investing simple and supportive:
- Find out if investing works for you and check your budget.
- Get clear advice on the right fund for your needs.
- No fees if investing isn’t the right choice for you.
With Natwest Premier, you'll pay a one-off £200 fee for advice when you invest. This is charged per advice given.
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Investment Advice
Make your investments work harder for you and your future with our advice:
- Personalised options explained. We can guide you with funds and portfolios built for your needs.
- Learn how combining might lower your costs.
- Support for long-term growth. Get expert advice for brighter money goals.
With NatWest Premier, you’ll pay a one-off, flat fee of £3,000 (plus VAT) and get access to a range of investment advice services.
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