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The First Meeting

We have dedicated Client Relationship Managers throughout the United Kingdom. You may prefer the convenience of a home visit or alternatively decide on a meeting at your local Abbey National branch.

The meeting will last for around an hour. While getting to know you, your Client Relationship Manager will build up a detailed picture of your attitude to money and investment aims. This will include a thorough and focused assessment of your views on risk. They will also explore whether you could benefit from specialist advice on issues such as personal pensions, tax, retirement planning and estate planning.

 The First Meeting

As your Client Relationship Manager doesn’t work on a commission basis, they can focus on serving your needs at all times

Retirement? University fees? A boat?

Whatever your plans are, we can provide a tailored investment that fits your requirements.

What will I need?
 
 
   
Santander Portfolio Management UK Limited is a wholly owned subsidiary of Santander Asset Management UK Holdings Limited.

Santander UK plc. Registered Office: 2 Triton Square, Regent’s Place, London NW1 3AN, United Kingdom. Registered Number 2294747. Registered in England. www.santander.co.uk. Telephone 0870 607 6000 calls may be recorded or monitored. Authorised and regulated by the Financial Services Authority except in respect of its consumer credit products for which Santander UK plc is licensed and regulated by the Office of Fair Trading. FSA registration number 106054. Santander and the flame logo are registered trademarks.

Santander advises on mortgages, a limited range of life assurance, pension and collective investment scheme products and acts as an insurance intermediary for general insurance.