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I have an investment product from one of the Lloyds Banking Group brands. Can I still get financial advice from a Personal Financial Adviser from one of the other of the Group’s Brand?

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I have an investment product from one of the Lloyds Banking Group brands. Can I still get financial advice from a Personal Financial Adviser from one of the other of the Group’s Brand?

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Yes. Personal Financial Advisors working for any of the Lloyds Banking Group Brands can continue to offer all customers financial advice including recommending ISA transfers. There’s no change to the advice process and sales procedures for any of the brands. If there are any changes to this in the future, we’ll let you know in the usual way.

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