PRIVATE BANKING

PORTFOLIO MANAGEMENT

For some clients, having the added value and access to a range of benefits that come with private banking is hugely important.

 

Private banking allows you to invest money at a low cost, and we only advise on the investments we are prepared to make ourselves, meaning our services remain transparent and honest at all times.

 

With over a decade of experience successfully managing money and assets for clients, we are trusted to explain the relevant risks and highlight potential returns, all in an easy to understand way.

 

With a £50,000 minimum deposit, you will receive a better quality service and access to more opportunities than what a standard high street bank can offer.

 

As a private banking client, you will have access to your accounts via online banking, a mobile app and telephone banking, as well as the option of having international bank accounts, multiple currency debit cards and access to high grade investment opportunities.

 

JP Financial Planning have the capability to:

 

  • Listen to your objectives and how you want your money to work for you

  • Clearly explain your options, helping you to understand the risks and rewards

  • Provide a transparent costing structure, with no hidden fees or commission​