• A focused advice service where we will evaluate your investment needs and provide you with written recommendations suited to your requirements
• Low advice fee
• Should you require any other financial advice such as protection, pension, estate planning or other investment needs we can put you in contact with a Premier Relationship Manager who will be happy to discuss our full financial advice planning service of which will be subject to eligibility.
• Eligibility for Wisdom heritage Bank Stand-alone Investment

We have chosen to offer you advice from a range of products from a limited number of carefully selected companies, including Bank. We do not recommend products from the whole of market. This is known as Restricted Advice.

The value of investments (and any income received from them) can fall as well as rise and you may not get back what you invested. It's important to remember that most investments should be held over the medium to long-term and there you should be prepared to commit to at least 5 years.