Investment Review

Make sure your ISAs and PEPs are maximising your returns

Our no-obligation Investment Review could help your investments work harder.

With the help of our Portfolio Modelling Tool, your dedicated Investment Service Client Manager will:

  • Assess your risks against returns and model the impact of different decisions you could make.
  • View your current asset mix and assess whether this needs to change in order to meet your goals and targets.
  • Identify a strategy that’s right for you which will have the simple aim of helping your investments deliver.

Click here to find out more about our Investment Service

Arrange your review

To be eligible for a Bank of Scotland Investment Review you must earn a minimum of £50,000 a year, or have liquid assets to invest.

To arrange a review call 0870 121 3353 or complete the form below, and we'll call you back to discuss your requirements and answer any questions you may have.

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Please outline what you'd like to focus on/achieve from our Review

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