Director of telecoms company connects with Lloyds TSB

Useful information

Mark Weir of UKFM Ltd

The challenge

• Illustrate the high levels of personal service offered by the Corporate Personal Banking Service.

• Offer comprehensive package of products to meet specific needs of the customer.

• Help the customer arrange a complicated mortgage transfer.

The solution

Corporate Personal Banking manager Andrew Mullaney immediately arranged a personal visit. After thorough discussion of Mark’s needs, he set up the customer’s new bank account and arranged introductions to both mortgage and pensions specialists.

“By making the trip to see him, introducing him to our support team and to a range of bespoke services, and making regular scheduled calls to check everything is running smoothly, we have demonstrated the level of personal service the customer can now expect to receive,” says Andrew.

I am very happy to have moved to Lloyds TSB. The service has been exceptional to say the least. It is refreshing in this fast modern world to get some good oldfashioned service and with a smile. I would recommend Andrew and his team to anyone who is looking for a professional relationship with their bank.” says Mark Weir.

Why choose Corporate Personal Banking?

• Direct access to your own local Corporate Personal Banking Manager
• Dedicated 24/7 telephone support
• One single, simple point of access to the combined expertise of the whole Lloyds TSB group including sister companies like Scottish Widows, C&G and Private Banking
• Rapid and simple joining up and transferring of accounts
• A tailored range of products and services to meet your business and personal banking needs

To find out how we could help your personal banking, please speak to your relationship manager or  contact us.