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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 service (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 service, please contact intermediary support to find out more.

Downloads

Find our literature and fact sheets here.

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

Access our latest insights

Money management

5 November webinar: Remember, remember... [Annual London property review]

27 Oct

   |   30 mins

Join our webinar to understand what's happening in the London property market with experts from three companies providing a recap of 2020 and future insights.

Investing

Where now for equity markets?

22 Oct

   |   30 mins

Rebecca Cretney, investment counsellor, joined Jamie Lang, one of our private banking officers, to discuss how geopolitical tensions around the world are playing a key role in markets, and the risks and opportunities these create for investors in this 30 minute webinar.

Investing

Weekly investment update

20 Oct

   |   6 mins

James Robertson reviews financial markets for the week of 12 October, which saw equity markets move sideways and government bonds outperform corporate bonds.

Money management

The power of borrowing in a wealth plan

15 Oct

   |   30 mins

Watch our 30 minute webinar to understand the changing UK lending landscape, what options are available to high net worth borrowers, and the considerations and potential pitfalls of borrowing to keep in mind.

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