SABB
Basic Banking Solutions
Financial Planning Services
Ask yourself, How do you feel about the steps you have taken to plan your financial affairs?
Have you actually done any planning?
Would you like better returns from your savings?
Would you like to save for your children’s education?
Would you like to retire as early as possible?
Do you need to review your investment portfolio?
Have you planned your family’s protection needs?
No matter what questions you may have concerning your financial future, think how helpful it would be to get sound, objective, professional advice from the institution you trust: The Saudi British Bank.
This is why we have established our Financial Planning Services. It is specifically designed for people like yourself, who would like expert guidance to help achieve their financial objectives. Our Financial Planning Managers will be able to advise you on an extensive range of solutions covering every aspect of financial planning.
Financial Planning that focuses on your needs
We take the time that is necessary to fully understand your short, medium and long term objectives. We focus on every aspect of your financial needs to develop a comprehensive financial plan for you, with an individually tailored strategy designed to help you achieve your financial aims and ambitions.
Once the plan is carried out, we can, if you wish, regularly monitor your progress to check that you are still on track to reach your goals. In the future, whenever your financial circumstances change, we will be available to advise you.
Our Financial Planning Managers
We have a team of highly trained Financial Planning Managers with expertise in the specialist field of financial planning. They are committed to providing a helpful, attentive service to every client. They will listen to your needs and concerns, establish your priorities and inform you about the options that are available to you. Only when they fully understand your needs, will they make a recommendation. There will be no “pressure selling”. We also have lady financial planners located in a number of our ladies branches and are adding more as suitable people are trained.
It takes special qualities to become a SABB Financial Planner, all of our staff have been selected for there abilities to deal with people and their commitment to helping our clients achieve their financial goals and objectives. In addition and as a minimum, they all hold the Basic Investment Certificate qualification from the Institute of Banking.
Local advice with International scope
We offer a portfolio of products with both local and international investment opportunities, so you can be certain that the strategies are tailored to meet your requirements from whatever market is appropriate for you. We are constantly reviewing and developing our product portfolio in line with developments in the market locally and internationally. Our association with HSBC gives access to all of the latest developments and ideas.
Investment options
Whether you are a cautious investor or a more adventurous one, you have a wide range of investments to choose from, including:
- Bank Deposits
- Mutual Funds
- Islamic Investments
- Takaful Islamic Protection Products
Your next step
We welcome you to make the most of this unique service. All you have to do is e-mail or call us, and one of our Financial Planning Managers will arrange to meet with you to discuss your financial needs and goals. He or she will give you invaluable advice to help make your money work harder for you.
Contact us
For more information or to apply, please visit any SABB branch or call Toll Free: 800 124 5557
