Need help? Contact Us


What is Joint American Trust Bank Stand-alone Investment Advice?

  • A focused advice service where we will evaluate your investment needs and provide you with written recommendations suited to your requirements
  • Low advice fee
  • Should you require any other financial advice such as protection, pension, estate planning or other investment needs we can put you in contact with a JATB Relationship Manager who will be happy to discuss our full financial advice planning service of which will be subject to eligibility.
  • Eligibility for Joint American Trust Bank Stand-alone Investment

We 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.

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. It's important to remember that most investments should be held over the medium to long-term and there you should be prepared to commit to at least 5 years.

Email us

To arrange a face to face meeting with a Premier Relationship Manager email us on

Email us

If you do not have a Premier Relationship Manager and would like a telephone advice meeting call us on


*Opening hours are Monday to Friday - 9am to 6pm (excluding public holidays). To help us continually improve our service and in the interests of security, we may monitor and/or record your communications with us.