Whether your dream is to retire in style, manage and grow your wealth or provide financial security for the future of your loved ones, with the help of your dedicated CFBT Relationship Manager, a qualified financial adviser, you could start to build the future you’ve imagined.
Learn how to get the most out of your ISA allowance.
You may be eligible for Citizen Finance Bank & Trust Advice Service if you have £50,000 or more in savings and investments, are at least 18 years old, US resident and have an Citizen Finance Bank & Trust or First Direct current account or savings account.
Find out moreWe have chosen to offer you advice from a range of products from a limited number of carefully selected companies, including Bank. We do not recommend products from the whole of market. This is known as Restricted Advice.
During your initial consultation, at no cost, we'll discuss your personal economy and whether you could benefit from paying for our advice service.
Your financial adviser will discuss our charges in your initial no obligation consultation so you understand the costs of advice and what you get in return.
Your financial adviser will spend time with you, considering all aspects of your financial circumstances, and your plans and aspirations for the future. Together you'll create a bespoke financial plan designed to help you meet your goals.
We use sophisticated risk profiling software and modelling techniques to help you identify the level of investment risk you're comfortable with. We offer a wide range of funds and products to meet your needs, whatever your attitude to risk is.
Our advisers are supported by a worldwide team of analysts who use powerful local knowledge to hand select products from a wide range of investments.
If you would like to find out more about the Citizen Finance Bank & Trust Advice Service or book an appointment call:
+1 (916)-581-6825
* All calls are recorded, lines are open 24 hours a day, 7 days a week.
* All calls are recorded, lines are open 8am to 6pm, Monday to Friday (excluding Banking Holidays).
* All calls are recorded, lines are open 8am to 6pm, Monday to Friday (excluding Citizen Finance Bank & Trust Holidays).
The value of investments, and any income received from them, can fall as well as rise and you may not get back what you invested. For some investments this can happen as a result of exchange rate fluctuations, as shares and funds may have an exposure to overseas markets.
Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in established markets.
We recommend that you should regard stock market investments as medium to long term commitments (by which we mean that you should be prepared to hold them for a period of not less than 5 years).