Financial specialist services

At Clydesdale Private, we understand your need for specialist advice and support. That’s why in addition to our financial planning service, investment, retirement, protection and inheritance tax planning, we can also offer the following specific advice to meet your individual needs:

Tax advice
Tax planning can be a labour-intensive matter, and one which often requires expert knowledge, so why not let us take care of things for you? Through our relationship with Deloitte Private Client Services, one of the UK’s top accountancy firms, we:

• Can save you time
• Offer you specialist knowledge in relation to taxation services
• Give you peace of mind that you will not be paying more tax than necessary

Will writing and estate planning
Although we don’t like to think about it, preparing a Will is one of the most important things we must do. Working together with Mazars CYB Services, we can provide Clydesdale Private members with a range of confidential Will writing and Trustee services.

By appointing Clydesdale Bank as your executor, you can relax and enjoy peace of mind both now and in the future.

Share dealing
Buying and selling UK quoted stocks and shares has never been easier with Clydesdale Sharedeal – provided by Barclays Stockbrokers. One telephone call is all it takes to get direct access to the stock market. Our share dealing service allows you to speak directly to a dealer and is quick, cost-effective and convenient.

You also get access to:

• Barclays Stockbrokers Price Improver – an exclusive service which gives you the chance to beat the price displayed on the London Stock Exchange
• Stocktrade nominee company service – a custody and administration service for investors who wish to continue making their own investment decisions. Shares are held in the Nominee Company name with all administration handled by Stocktrade.

Discretionary portfolio management
At Clydesdale Private we have a referral relationship with Tilney Investment Management. This means they will provide discretionary investment services for our members who have, or wish to have, direct share portfolios managed on a discretionary basis by an investment manager.

For more information, talk to a Private Partner today:

Or call 0800 783 1331 (Open 8am – 6pm Mon-Fri)