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How we work with IFAs

Understand how we support your relationships with your clients

Working with us

We will always act in your clients’ best interests, offering only transparently priced products and services that match their requirements.

 

We are here to make your life easier and to assist you in meeting your clients’ financial needs.

 

Our primary role is to provide objective guidance and product and service excellence.

Professional online banking services

Our professional online banking services (POBS) provides you with the flexibility to view your clients’ accounts, statements and valuations online. Managing clients’ wealth is made easy with the ability to make payments, internal, domestic and international transfers, as well as execute foreign currency exchange. A comprehensive range of reporting services offers the means to create and export client information as and when required.

 

If you are not already signed up for our professional online banking services, please contact intermediary support to find out more.

Downloads

Find our literature and fact sheets here.

Access the pdfs

Please note that Microsoft Internet Explorer is no longer supported and can, therefore, pose a security risk if you continue to use it. It is recommended that you use an alternative browser such as Microsoft Edge or Google Chrome to download these PDF files, decreasing any potential security risks while browsing.

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

Access our latest insights

Investing

Why home biases may be bad

17 Sep

   |   7 mins

A home bias means holding a higher proportion of investments in your domestic financial markets than is justified by that market’s size. And many investors have far higher levels of assets invested in the UK than its global capitalisation in any asset class warrants. James Robertson highlights the reasons why this may be a bad approach.

Investing

Quarter end investment webinar: navigating the brave new world

16 Sep

   |   45 mins

Join Rebecca Cretney and Tom Caddick who discuss recent trends in financial markets, how these might affect investors in the coming months, and how our portfolios are positioned to respond.

Investing

The week in review

14 Sep

   |   4 mins

During the week of 6 September, US job openings rose to a record high, while the country’s producer prices also surprised to the upside, as COVID-19’s Delta variant continues to exert pressure on global supply chains. In contrast, the EU appears to be focused on continuing to support economic growth.

Take Five Week - 13 to 17 September 2021

13 Sep

   |   3 mins

Take Five Week aims to keep you safe from cyber fraud and scams. Remain vigilant and remember to stop, challenge, protect!

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