NatWest Premier can help you plan today for the ambitions you have for tomorrow.
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Build wealth with purpose
Shape your investment approach around what matters to you and what you want your wealth to achieve.
- Be clear about your priorities and longer-term ambitions
- Consider how much you could save and invest towards them
- Think about the timeframe and level of investment risk that feel right for you
Plan for you and your family
Bring together the priorities you have today with the future you want to create for yourself and your family.
- Consider which family and financial goals matter most to you
- Balance today's commitments with saving and investing for the future
- Think about supporting the people important to you without overlooking your own financial security
Make more of your wealth
Consider how your money could be structured tax-efficiently as your wealth and circumstances evolve.
- Explore the allowances and tax-efficient options that may be available to you
- Consider how your cash, investments and pensions work together
- Review your arrangements as your finances and circumstances change
Be ready for life's changes
Keep your financial plans aligned with you as your priorities, family and circumstances develop.
- Consider how significant life changes could affect your plans
- Revisit your priorities when your circumstances change
- Review whether your wider financial arrangements continue to meet your needs
Keep your options open
Balance having money available for the things ahead with investing towards your longer-term ambitions.
- Keep some money accessible for unexpected costs
- Plan for significant spending you can see on the horizon
- Consider what you may need available and what could stay invested for longer
What impact can inflation have on your long term plans?
£100,000 → £54,548
At 2% inflation, £100,000 earning no interest would lose more than 45% of its purchasing power over 30 years
Information Message
Calculation assumes 2% inflation per year and no interest.
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. One-off upfront fees are associated with our financial advice services.
Financial Planning
Bring your finances together with a plan shaped around what you want your wealth to achieve.
- Understand where you are today and define your longer-term goals
- Bring your wealth, investments, pensions and wider needs into one plan
- Get financial advice to help put your plans into action.
Investing
Explore how investing could help you build your wealth over the longer term, with your goals and ambitions in mind.
- Invest towards your future goals
- Choose from five ready-made investment funds
- Start from £50 and manage your investments online
- Access one off investment advice and on-going support if you need it.
Pensions
Explore options to build retirement savings and make your money work harder for your future.
- Make the most of pension saving for your longer-term plans
- Consider regular or one-off contributions
- Bring existing pensions together where appropriate to make them easier to manage
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.
