Spend more time focusing on what matters. Access Premier financial advice to help you plan your future.
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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. 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.
What is financial planning?
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 finances 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.
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What is investment advice?
Investment advice involves helping you choose the right kind of investments for you and your family's 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.
Fund and portfolio support. Get tailored advice on our ready-made funds and portfolio services
Pool your investments. Find out if you could save money by consolidating your existing investments
Long-term guidance. Get specialist, long-term guidance to help you grow your money over time
This service is designed for Premier customers with at least £250,000 of investable assets. This includes any savings or even pension sums.
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Looking for online investment advice?
Get expert investment advice tailored to you from our Online Investment Advice service, to help you invest in the right way for you.
Book a video call with one of our Digital Wealth Managers who'll guide and support you through our specially designed online service to find out:
- How much you can afford to invest monthly, or as a lump sum or both.
- Which of our investment funds could be right for you.
Only pay a one-off £200 advice charge if you invest (this is a one-off fee per advice). We won’t charge you anything if we think investing isn’t right for you.
This service is designed for customers with at least £10,000 of investable assets.
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We can help you get started
Book a free consultation with Premier financial planning.
Meet a qualified personal finance advisor to discuss your goals, priorities and challenges
Get a complete picture of your financial situation.
We’ll try to save, or make you money wherever possible.
Explore our investment accounts
Want to get started yourself?
We've got a range of accounts and ready-made investment funds to help you save for the future. If you need any finance advice later on, don’t hesitate to get in touch.
