Guiding You
Our Premier Relationship Advisor team are with you every step of the way.
- regular financial health checks.
- support on managing money, home-buying, saving & investment goals
- access to expert guidance for retirement planning, protection and investments
- Premier Property Service is available to find your new home
- Access to a dedicated foreign exchange dealer and services
They can guide you on the range of products and services available to support your financial goals.
In addition, our team can introduce you to the right specialists when making bigger decisions in life.
Financial Wellbeing Planning
Our Financial Wellbeing Planning Service helps you create your own unique financial plan for what matters most to you and your family. Available at no extra charge, it helps make what you want from life clearer and more achievable. Plus you can adjust your plan as your circumstances change and your goals evolve. Having a plan in place gives you peace of mind to know that you and your loved ones are on track to get what you want from your future.
With your needs in mind
- Advice on planning for your children’s future and protecting what’s important to you
- Guidance on planning your retirement
- Insights on managing, growing and passing on your wealth
- Our Life Planning advisors will help refine your plan and give you advice on your options to ensure that your plan delivers on the future you want
How to start your plan
To arrange a meeting with us, please email us at: PremierRelationshipTeam@boi.com.
You can make this appointments for a time that suits you.