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Beginning your financial planning journey

Premier eligibility criteria applies. To join NatWest Premier you must be 18 or over, a permanent UK resident and you have ONE of at least: £100,000 sole income or £120,000 joint income paid into your NatWest account; £100,000 savings or investments held with us or £500,000 mortgage borrowing with us. The value of investments can fall as well as rise and you may not get back the full amount you invest. You should continue to hold your cash for your short-term needs. Fees, charges and eligibility criteria could apply to any products or services you use.

What is Premier Financial Planning?

When managing money for you and your family, you’d likely want first-class service and excellent advice from a trusted partner. Premier financial planning exists to offer exactly that  – exclusive to NatWest Premier customers only. We could help build a sound financial plan tailored to your needs with our experts on hand to support you every step of the way.

NatWest Premier customers have exclusive access to Premier financial planning which comes with a fee depending on the service you choose. You’d speak with one of our wealth managers who can set achievable targets and offer support for your individual circumstances.

The fundamentals of financial planning

Premier financial planning covers a variety of needs. Our experts would be there to guide you through:

Investment Planning

Putting your money to work could give it the potential to grow over time. By setting targets and learning your risk preferences, we could take you through the right options for you. Your investments would be taken care of by the experts at Coutts.

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Retirement Planning

Thinking about your ideal retirement? Getting the right plan in place, no matter what stage you’re at within your career, could give you the stepping stones to reach your goals.

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Protection Planning

There's reassurance in insurance. We advise on setting up the right protection against the impact of illness or death on either yourself, your family or business.

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Estate Planning

Managing and planning your estate on your own might become a long and complicated process. We could assist in writing your will and setting aside your wealth so that it’s passed on to your beneficiaries in a timely manner while minimising the levels of inheritance tax payable.

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What are the steps?

Complete our form

If you’re an existing Premier customer and are interested in finding out more about the service, fill out our form with your contact information so we can give you a call.

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Speak with our experts

One of our wealth management experts will talk with you about what you want to achieve in life and how much you can put towards your goals.

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Start building towards your future

Start putting your money to work and keep track of how it’s doing easily via the app. If your circumstances change, we can help you along the way.

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Get in touch

Fill out our form

Complete the form following the link below and we’ll get in touch to talk you through the next steps.

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Don't want to wait?

To speak with us sooner about Premier Financial Planning, you can get in touch with our Premier 24 team who are on hand 24/7. 

Telephone: 0333 202 3330

International: +44 161 933 7239

Relay UK: 18001 0333 202 3330

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Welcome to Premier banking

Not currently a NatWest Premier customer, but thinking about joining? 

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Stay safe, secure and supported

Our friendly Premier 24 team are all human, without a bot in sight, and our voice recognition technology means talking to them about your day-to-day needs is even more secure. Call any day, any time. They're always here to help.

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Voice ID is available to Telephone Banking customers aged 18 and over.

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Feel the confidence to plan big

Whether it's discovering ways to make your money grow, or planning your next new goal, a Premier Manager could help you take your money to the next level so that it serves the needs of you and your family.

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Make your money work harder

You could secure preferential product rates, increased payment limits and no-fees spend abroad.

Plus, we could connect you with a network of NatWest specialists who could help you take your wealth even further. A fee may apply for this service. 

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Are you eligible for Premier?

Premier Financial Planning is exclusive to NatWest Premier customers only. To join NatWest Premier you must be 18 or over, a permanent UK resident and you have ONE of at least:

  • £100,000 sole income or £120,000 joint income paid into your NatWest account
  • £100,000 savings or investments held with us
  • £500,000 mortgage borrowing with us.