[ Services ]
Everything your money needs, in one place.
Pick a service to see what's included. Mix and match, or let an adviser build the plan with you.
Everyday banking
A free account and card with instant alerts, 56 currencies and no foreign transaction fees.
- Free virtual and physical card
- Real-time spending alerts
- Spend in 56 currencies at the real rate
Smart savings
Round-ups, goal pots and up to 4.1% interest that grows without you lifting a finger.
- Automatic round-ups
- Unlimited goal pots
- Up to 4.1% AER, paid monthly
Investment advisory
Research-backed portfolios matched to your timeline and comfort with risk.
- Diversified ETF portfolios
- Quarterly rebalancing
- Tax-loss harvesting on Plus
Wealth management
A dedicated adviser looks after your whole picture: investments, tax, property and family.
- Named personal adviser
- Annual tax plan
- Estate and gifting strategy
Retirement planning
Know your number, then hit it, with pension consolidation and drawdown plans.
- Pension finder and transfer
- Retirement income forecast
- Drawdown and annuity guidance