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Ongoing Advice Service
Someone in your corner to help you handle life’s twists and turns
No one can predict the future, but one thing’s certain - it will have its ups and downs.
Our Ongoing Advice Service (OAS) means you’ll have support when it comes to managing your financial plan.
Whether you're welcoming a baby, getting married, facing loss, going through a divorce, navigating redundancy or retiring our advisers will be with you to help keep your finances in check and your goals on track.
What you get
- Your financial plan
- Ongoing access to your Personal Wealth Adviser(s)
- Direct access to a dedicated support team
- 24/7 access to view your investments via the secure Lloyds Wealth app
- An annual review of your financial plan, your goals and aspirations
- Exclusive invites to webinars on key topics to help you expand your knowledge and understanding
- Access to dedicated Investment Specialists offering additional insight into investment performance and the economic outlook
- An automatic ISA top-up service within your portfolio (dependent on solution)
- No one-off advice fee on additions to existing investments (covered by the OAS) after the first year
Start your journey with Lloyds Wealth
It all starts with a conversation – no obligation, no fees to pay until you’re happy with your plan.