Our excellent Private Bank services has a long tradition of delivering exceptional levels of personal service to our clients. As a valued client, your dedicated Private Banker will provide a service tailored to meet your needs and those of your family. We take the time to understand your circumstances and requirements and treat you as an individual, so we can provide you with personalized financial solutions to meet your needs.
Our clients benefit from our status as a UK registered bank. Our measured approach to the security of your money is coupled with a thorough understanding of your investment and cash management needs. Our traditional values ensure all clients receive superb personal service, whilst our contemporary style allows for well-grounded and sometimes imaginative solutions to the individual and changing requirements of every client.
At National Trust, we examine all aspects of our wealth portfolio, we research and offer an extensive review of your wealth value standing, and get a full picture of what entails. Equipped with this pre-information, our able-to-do team will swing into action providing an efficient template that will stack more evens against odds for your wealth and assets, inclining it towards gains and durability. We have the capacity in knowledge and actions and do not just depend on superficial data patterns.
Short-term fantasy portfolio may seem attractive; especially to new bees, however, we now that long-term preservation of wealth comes from an imaginative spread across predictably diversified range of investments.
National Trust Limited's credit facilities cater for both existing or potential investment clients. We create innovative solutions to short-term liquidity needs.We just don't rely on the rigidity of credit scoring, we take a critical view of the full picture of your finances to make a pragmatic, informed decision.
With current stock markets liable to continued short-term volatility, a loan might be preferable to liquidating securities to meet a particular financial objective or ambition. Typically, our credit facility will fall into the following categories:
No matter what you see yourself doing or the places you picture yourself exploring when 9–5 is all yours, we can help you plan for it. We're expert listeners and our conversations will be free of any jargon or judgment. No matter what your situation is, we're here to show you the right financial steps to take.
Your pension fund might be one of your largest assets. Do you have control over it as you would wish? With over 15 years’ experience in member-directed pensions,National Trust Limited is ideally placed to offer expert and imaginative pension and retirement solutions to High Net Worth individuals. Our service is different and always bespoke. Clients have the advantage of the experience of our in-house experts, advice and solutions are fee-based and include:
We see a retirement plan as just one part of an overarching financial plan. Our advisors will look at every aspect of your life and listen to all of your goals. Once they have your big picture in focus, they'll bring together multiple financial strategies that include investments and insurance to create a tailored plan that's designed to help you.
We believe clients with sizeable pension funds should be in control of their pension assets. Member-directed pensions (such as a Self-Invested Personal Pension or SIPP) can be a most effective way of achieving this whilst making retirement provision. For directors of limited companies it may be beneficial to consider a slightly different pension vehicle - a Small Self-Administered Pension Scheme or SSAS. National Trust Limited provides specialist advice to ensure you have the most suitable arrangement.
We are more than bankers to our clients. We are trusted advisers and patners in growth.
Planning is bringing the future into the present so that you can do something about it.
Through a deep understanding of your aspirations, we can assist you with your wider wealth requirements and help you to develop a financial plan designed to meet your goals and ambitions, both today and in the future.
Growing and developing your wealth is our only Job.We establish that growth can only be measuured after a set time which is called future.
Under our management, we champion a wealthy future for you. We offer:
Our clients are industry leaders, changemakers, and visionaries. We focus on the best solutions to embrace change and elevate your business.
We deliver actionable economic, financial, industry, and strategic insights for the benefit of our clients.
I must say that I am very satisfied with the services provided by National Trust. I am not treated as a number but as a person. My account officer has been wonderful! Dynamic, caring and always keeping in touch with me. My questions/issues are resolved as soon as I make them know to her. Indeed, National Trust has provided customer service with a delightful difference. Unparalleled rates as well.
I highly recommend National Trust Limited if you really want your money to work for you. Great people to deal with: very professional and offer a fantastic level of personal customer service. I am very impressed with the thoroughness and professionalism of the investment diligence packages National Trust provides.
Finding a right Financial Planning partner is as important as finding a right life partner, as hey both play a make or break circumstances in your life. I am very happy that i have a right Financial Partner with me.