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A growing family considering planning for their future with Premier Finance Advice

Grow your wealth with Premier investment advice

Help meet your and your family’s financial goals with Premier investment advice. Whether you’re hoping to grow your wealth or want to know what type of investments are best suited to you, we’re here to help.

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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 investment planning customer takes a walk with three generations of her family.

What is investment planning?

Investment planning, or investment advice, involves experts providing guidance on your investment portfolios. This is based on market trends, personal financial goals and challenges, along with your attitude towards risk.

Coutts’ investment planning experts, through NatWest Premier banking, are there to give personalised guidance. They’ll help you grow your money as effectively as possible through investments. By working to understand your circumstances, they’ll know exactly how to manage your portfolio to meet your 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 investment planning?

Set your financial goals

Get a plan to help you make the most of your money and work towards your aims. Whether you hope to plan for retirement or are looking to support your family.

Explore ways to manage and build your wealth

Investment planners can help manage and diversify your investments, all while navigating market volatility. Make the most of expert investment advice to stay on track.

Tailored planning and support

Whether you’re new to investing or want to ensure you’re on the right track, investment planning provides bespoke guidance, tailored to your specific needs.

 

Explore our different investment options

Why choose Premier for investment advice?

Long-term, expert guidance

Your investments are managed by the expert team at Coutts. As one of the most-renowned private banks in the world – and with over 300 years of experience – you know your money is in the right hands.

Everything for a one-off fee

Access investment planning, all for a single, one-off fee of £3,000 (plus VAT). Once paid, you’ll get personalised investment advice whenever you need it.

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

24/7 support

As a Premier member you’ll be able to contact us 24/7, whatever your issue. We’ll be there to answer any questions or guide you through your next steps.

Have any questions? Contact Premier 24

 

Am I eligible for investment advice?

To be eligible for our Premier investment advice, you need to be a permanent UK resident who’s 18 or older. You’ll also need to have one or more of the following:

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

Digital investment advice is aimed at customers with at least £10,000 to invest.

Ready to start? Get in touch.

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

Click on 'Ask Cora' below and type in 'Book appointment' and we'll connect you with the service.

 

NatWest investments customer sitting on sofa using his laptop and app

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. 

So, if you have at least £10,000 to invest, contact our Premier 24 team. Click on 'Ask Cora' below and type in 'Book appointment' and we'll connect you with the service.

 

Looking for financial planning advice?

Financial planning with NatWest Premier offers tailored advice, covering complex needs like will writing, pension and estate planning, and tax-efficient investment structuring. This service could help you manage, protect, and grow your wealth and secure your financial future.

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.

Explore our financial planning services Open in new window

Investment advice - frequently asked questions

Want to know more? Reach out today.

Whether you have a quick question or a wider issue with your portfolios, we’re always on hand to help.

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