Wealth planning

Wealth planning is about being at your financial best. Having the comfort of knowing you’re effectively balancing your needs for today, for tomorrow, and for the future of your family.  
 
Your Private Banker takes the lead to explore your life goals and creates a roadmap to achieve them. Gathering expertise from across the Santander Group, your Private Banker can access a team of specialists to make sure you have a wealth plan tailored to your priorities. 
 
Our team know achieving a financial balance is key. Pulling together the right mix of products and services to grow your wealth, protect your family, and make the most of local and global opportunities gives you the reassurance that you’re primed for life, and prepared for the future.  
  

*these services and any subsequent advice is provided through referrals to trusted 3rd party providers

From gaining a better insight into achieving your retirement ambitions, to planning the best ways to pass on your wealth, we’re primed to help. 
 
Enabling our Private Bankers to collaborate with Santander’s trusted financial providers means you’re connected to specialists in retirement and tax planning. Through referrals to our trusted providers, they’ll provide a service which helps you make the right decisions today and protect the future of your family and business.  

For clients in retirement, your Private Banker keeps track of your goals and aligns your wealth plan accordingly so you can relax knowing your wealth continues to work hard for you.

Your Santander Private Banker provides you with advice on our products and services but they can also offer support across a broad range of services by referring you to a wealth of trusted providers. 
 
Planning your personal wealth, the wealth of your family, and incorporating your business and corporate needs involves a lot of specialist skills. Knowing who to call on for professional advice is where your Private Banker can open connections with the right people, at the right time in your life.