Loans & Credit Cards
Thinking about borrowing money? Our loans and cards could help you take control of your financial situation by making existing borrowing more manageable* or helping make your plans a reality.
See the Loans or credit cards you can apply for and your estimated credit limit, in around 5 minutes. Our eligibility check won’t affect your credit score and there’s no obligation to apply.
- Personal & Business Loans
- Cashback credit card
- World Elite Mastercard
Retirement & Pension
Where are you in your retirement journey? Whether you’re planning for, transitioning to or already enjoying retirement, we’ll create a custom approach to help ensure you’re prepared. Planning ahead can clarify your vision for retirement and help to determine the best way forward toward your goals.
- IRA contribution
- 401(k) rollover
Estate Administration Services
Our Estate Administration Service is designed to alleviate the stress and burden of dealing with the complexities of administering the Estate of a deceased individual.
Our experts work closely with all concerned, handling every detail sensitively and impartially and in the best interest of all the beneficiaries.
Professional Trustee Services
With over 15 years of experience, our Professional Trustee Services can alleviate the stress and burden of dealing with trust administration. Our experts work closely with all concerned to ensure your trust meets the objectives and needs of the beneficiaries.
Eligibility for our Professional Trustee Services is subject to a minimum investment of £100,000. Fees and charges apply.
- Revocable living trusts
- Irrevocable trusts
Tax Preparation
Reduce the stress of taxes with our helpful resources, including tips from a behavioral scientist to help you avoid stress and stay organized.
Clients can take advantage of special savings when they file with America’s #1 tax prep provider. Plus, bulk up on your tax knowledge with insightful tips, tax calculators and more.
Investment Banking Options
Successfully navigating the rapid, disruptive shifts reshaping industries and business models takes a partner who deeply understands your goals.
As a leading global arranger and underwriter of debt capital in high yield markets, we can help you raise funds, finance daily operations and restructure existing debt. Working closely with our risk management experts, we provide comprehensive financing solutions for non-investment-grade issuance through the use of leveraged loans, high yield bonds, bridge financing and mezzanine debt products.
- Mergers & Acquisitions
- Equity Capital Markets
- Debt Capital Markets
- Leveraged Finance