Investments
Invest in your goals
Do you want to make your money work even harder for you, but you're not sure how? If you are willing to take a level of risk for potentially greater returns on your money, a little expert advice could really help you make sense of your investment aims and look at ways to achieve them. Investments are intended to be held for the medium (at least 5 years) to long term (of over 10 years). So whether you are aiming to fund a wedding, the holiday of a lifetime or the retirement you deserve, talk to a Financial Planning Manager who can help you understand the options available to you. Please note that with the potential of greater returns comes the risk that the value of your investment could fall as well as rise and it is not guaranteed. This means you could get back less than you invest.
Make the most of your money
Your Financial Planning Manager can help you:
- Realise your financial goals both now and for the future
- Maximise the tax-efficiency of your savings
- Plan towards the retirement you deserve
- Cut though the complexity of financial products to give you a solution that works for you.
From your first call through to your free, financial review, it’s all about providing clear and easy to understand expert advice, tailored to your personal needs and with no obligation.
Arrange an appointment with a Financial Planning Manager
- Telephone 0870 6000 151*
Your Clydesdale Financial Advisory Service Financial Planning Manager is a representative of AXA Wealth Services Limited, and can offer only a range of products and services available through AXA Wealth Services Limited. Your Financial Planning Manager will give you details of the provider of any product that is recommended to you. Clydesdale Bank plc introduces only to AXA Wealth Services Limited and both are authorised and regulated by the Financial Services Authority.
* Lines are open Monday - Friday, 9am to 5pm. For your security, calls may be monitored or recorded.
