wealth management advice service

For over 300 years, our private bankers have been helping our clients make the most of their money. Today, our Wealth Management Advice Service is here to provide you with bespoke recommendations and guide your financial strategy and security to help you do the right thing.

From our first meeting to discuss your needs, to putting the most appropriate products and services in place, every aspect of our wealth advice is tailored to your unique requirements.

BECOME A CLIENT

Advice and product fees may apply. Eligibility criteria apply.

About our wealth advisory services

Our private bankers can review your entire financial situation or focus on one specific issue. Built on three centuries of experience, our wealth planning advice is designed to support the unique circumstances of every client.

CONSOLIDATED advice

With Coutts consolidated wealth planning advice, you’ll get a clear view of your overall finances. Our Wealth Management Advice Service reviews every aspect of your wealth, legal circumstances and risk appetite.

From investments and retirement to estate planning, your personal private banker will deliver clear and tailored recommendations to match your lifestyle, needs and plans.

Focused wealth advice

Not every client will require advice on their entire finances. If you just want to look at one area or objective, your private banker can focus on that. Your investments, retirement planning and wealth protection are all good starting places.

We’ll tailor all recommendations and insights to your individual needs and preferred level of engagement.

expert Wealth advice, every time

innovative ideas

We can combine our own products and services with handpicked solutions from the wider market.

tailored recommendations

Our private bankers work hard to build a shared understanding and agreed objectives with all clients.

Expert wealth advice

We've been advising wealthy individuals for three centuries, but move with the times, sustainable investing is at the heart of our approach.

How our advice service works

1.

Get in touch

There are several ways to begin your journey with Coutts. Check your eligibility online or call 020 7957 2424 to start a conversation, or visit us in person.

2.

Become a Coutts Client

Personalise how you engage with us. Gain comprehensive insights through our consolidated Wealth Management Advice Service. Or request focused support that covers just one area in-depth.

3.

Long-time partnership

Our wealth planning advice doesn’t have to end with the delivery of a targeted strategy. We’re here as and when you need us, and can serve as a long-term partner, changing your portfolio as markets and circumstances evolve.

Advice and product fees may apply. When transferring a pension, exit fees may apply. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment.

Why get wealth management advice?

Targeted wealth management advice creates a clear vision of your financial goals. It’s there to support high-net worth individuals with their broader wealth objectives or decisions about specific finance requirements and products.

For example, a specialist private banker could put your mind at ease when it comes to tax planning, or leaving money to the next generation. They ultimately seek to grow your wealth, while preserving what you’ve already achieved.

How we can help

Retirement Planning

Enjoy the transition from work to retirement by understanding your income needs and pension investments in advance. Our private bankers could help ensure your retirement is exactly as you want it.

Investment advice

Put your money to work with a detailed review of your current investments. You can even place key investment decisions in the hands of experienced Coutts professionals. Learn more about our investment services

Estate Planning

By exploring gifts and trusts, our wealth advice could help make sure your money goes where you want it to when you die. We’re here to help you help your family and prevent any unnecessary inheritance tax shocks.

Advice and product fees may apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment. Advice and product fees may apply. Eligibility criteria apply. The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment. You should continue to hold cash for your short-term needs

Your eligible cash deposits held with Coutts & Co are protected up to a total of £85,000 by the Financial Services Compensation Scheme, the UK's deposit protection scheme. Any deposits you hold above the limit are unlikely to be covered. Investment business undertaken with Coutts & Co in the UK may be covered by the FSCS, the cover depending on the nature of the claim being made. Eligible claims for most types of investment business are covered up to a maximum of £85,000 per person. FSCS cover is not available for loss of money resulting from performance of the investment.

Contact Us

Become a client

When you become a client of Coutts, you join a network of exceptional people. Get in touch online or call +44 (0)20 7957 2424 to find out more about our services.