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Prepare for your future with Premier financial planning

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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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. 

A NatWest Premier financial planning customer plays with her daughter during Chinese new year

What is financial planning?

Creating a financial plan is all about helping you reach your money goals in a way that feels right for you. This plan will consider any bumps you might encounter along the way and aim to make the most of your funds.

Think of it as setting the stage for your financial future, with experts looking for ways to save you money and maximise your resources.

A financial plan is tailored to your personal ambitions and covers various aspects such as:

Short and long-term budgeting

Building and boosting your savings

Saving for important life events like purchasing a home

Inheritance and estate management

Pension and retirement planning

Investing to grow or maintain your money

With professional financial planning, you could confidently navigate your financial journey, knowing each step is aligned with your dreams and goals.

The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, fees and charges apply.

What are the benefits of financial planning?

Our specialist financial planning advice is available for a one-off fee of £7,000 plus VAT, no matter how complex your needs. Please be aware that ongoing product and management fees may apply, depending on your chosen investments. 

Strengthen financially

Creating a financial plan isn’t just going through the motions, it’s about making strategic choices and even building better habits. Learn the skills you need to plan for the future and manage your wealth.

Set clear money goals

Financial planning can help you get to grips with short and long-term goals – for example, building your savings or buying property. Get peace of mind by knowing what your next moves are.

More financial clarity

Feel in control of your finances by getting a clearer overall view. Map out your income and outgoings, while better understanding your wealth and how it could work for you.

Our Premier financial planning service

1. Book a free consultation

Book a free initial consultation with one of our financial planning experts. Let them know a little more about your goals, challenges and plans for the future, and they’ll advise on your next steps.

2. Create your financial plan

If you decide to go ahead, we’ll put you in contact with a personal financial adviser. For a one-off fee, they’ll be able to build out your plan, and help make your money work better for you.

3. Work towards your goals

You’ll continue to receive long-term guidance from our experts, and we’ll help you work towards the financial future you want. Whether you’re looking for savings, pension or investment advice, we’re always here when you need us.

Get expert financial planning advice

Access a 24/7 team of experts

As a Premier banking member, you’ll have access to a team of experts ready to support you. They’re available 24/7, so are always on hand to help.

Pay a single, one-off fee

Pay a one-off, flat fee of £7,000 (plus VAT), and unlock specialist financial planning advice. No extra fees, just expert advice, whatever your goals or challenges. 

But it's important to remember that ongoing product and management fees may apply, depending on which investments you chose.

Get a tailored, personalised service

There’s no one-size-fits-all approach to finances. When you join, you’ll get a full consultation with a personal planner. They’ll get to know you and your financial goals and build a customised plan.

Have any questions? Contact Premier 24

 

Looking for investment advice?

Whether you’re looking to grow your portfolio, pool your assets or plan for your family’s future, our experts at Coutts can advise you on your options. 

The value of investments can fall as well as rise, and you may not get back the full amount you invest. Eligibility criteria, fees and charges apply.

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A NatWest Premier financial planning customer walks on the beach with his son

Am I eligible for financial planning advice?

To apply for a NatWest Premier account and become eligible for our financial planning service, you need to be 18 or older and a permanent UK resident. You’ll also need to have one or more of the following:

The financial planning service is designed for Premier customers with at least £250,000 of investable assets. This includes any savings or even pension sums.

Ready to start? Get in touch.

Contact our Premier 24 team to learn more about how we can make financial planning work for you.

Financial planning- frequently asked questions

Have any more questions? Contact us.

Telephone: 0333 202 3330

International: +44 161 933 7239

Relay UK: 18001 0333 202 3330

 

Premier 24 lines are open:

24 hours a day 7 days a week

Need a quick answer?

Our Premier 24 team are available 24/7 and ready to help you. Chat to us by clicking on Ask Cora below.

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