Corporate Financial Review

The Financial Review Service aims to help company executives to make better use of their personal finances.

One of our highly trained experienced Financial Advisors will be able to offer assistance with investments, savings, and retirement plans. The review is free and completely confidential. We recommend that you complete a Financial Review once a year or as circumstances change, to ensure current arrangements remain relevant to needs.

How do I apply?

Our Corporate Financial Review is available our Corporate customers in the Channel Islands and Isle of Man.

Book by phone

Call us on one of the following numbers and we'll arrange an appointment at a time and a place convenient with you.

Jersey	01534 845011
Isle of Man	01624 638281
Guernsey	01481 706309

At your local branch

Visit your local branch.

Lloyds TSB Offshore Limited: PO Box 160, 25 New Street, St. Helier, Jersey, JE4 8RG. Registered in Jersey, number 4029. Regulated by the Jersey Financial Services Commission to carry on deposit-taking business under the Banking Business (Jersey) Law 1991, and investment and general insurance mediation business under the Financial Services (Jersey) Law 1998. The Isle of Man branch of Lloyds TSB Offshore Limited is licensed by the Isle of Man Financial Supervision Commission to conduct banking and investment business and is registered with the Insurance and Pensions Authority in respect of General Business. The Guernsey branch of Lloyds TSB Offshore Limited is licensed to conduct banking, investment and insurance business by the Guernsey Financial Services Commission under the Banking Supervision (Bailiwick of Guernsey) Law 1994, the Protection of Investors (Bailiwick of Guernsey) Law 1987, and the Insurance Managers and Insurance Intermediaries (Bailiwick of Guernsey) Law 2002.

If you reside outside the UK, Channel Islands or the Isle of Man, view our important cross border regulatory information.