Premium Investments is a specialist service for high value investors. Provided by Santander Portfolio Management UK Limited, the service includes individual, ongoing advice, a tailored portfolio of investment funds and access to some of the world’s best fund managers. You’ll receive excellent ongoing service, regular review sessions and an in-depth annual report. To find out more, phone us on 0845 605 5600, or call in to your local branch to speak to a Santander Financial Adviser.
Why choose Santander's Premium Investments?
Partnership – you’ll be given a dedicated personal advisor, to make sure you get exactly what you want from your savings and investments
Individual – receive a no obligation discussion of your financial needs, circumstances and priorities
In-depth – we’ll review your existing investments, providing they exceed £20,000
Tailored – we’ll suggest a portfolio of investment funds that’s tax-efficient and tailored to your needs
Expert – benefit from world-class fund management, from experts in each field
Informed – we’ll provide insightful, in depth regular updates on investment performance and how your funds compare to cash, inflation and market indices
Proactive – we hold regular reviews to make sure your investments are in the best possible place
How much does Premium Investments cost?
We charge a 1% pa fund management fee, a portfolio management fee of £100 + VAT and 0.5% to 1% pa of the fund value depending on the average amount held in your investment.
Premium Investments includes advice on areas such as trusts and planning for Inheritance Tax. With our expert knowledge we can make sure your tax liability is kept to a minimum.
How to Apply
To discuss your investment plans or arrange an appointment with your personal adviser:
simply call our dedicated Premium Investments Client Services Team on 0845 605 5600 (lines are open 8am to 8pm Monday to Friday and 9am to 5pm Saturday). To help us improve our service we may record or monitor phone calls.
Premium Investment Portfolios are stockmarket-linked investments. Their value, and any income from them, can go down as well as up, and is not guaranteed at any time.
Other Information
Risk factors
Premium Investment Portfolios are stockmarket-linked investments. Their value, and any income from them, can go down as well as up, and is not guaranteed at any time. You may not get back the full amount invested.
The tax benefits may change in the future, which could affect how much you get back
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