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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.

Intermediary support team contacts

Ann Andrade or Tom Callister

+44 (0)1624 645800

Downloads

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Access our latest insights

Money management

The lay of the land: property taxes across the UK

27 Sep

   |   4¾ mins

Temporary property tax holidays for the lowest property tax brackets came to an end in 2021. We take a look at what property taxes buyers now need to pay across the UK, whether resident or not.

Investing

The week in review

26 Sep

   |   3 mins

The markets felt the tremors from a continuing chain of seismic rate rises across the world – plus the UK government’s move to rip up the budgetary rule-book – in the week of 19 September 2022.

Investing

Are equities cheap or expensive?

20 Sep

   |   5 mins

Should I invest now or wait for greater falls? Rebecca Cretney discusses some of the questions she gets asked and explains why personal financial advice can prove far more valuable than economic forecasts.

Investing

The week in review

13 Sep

   |   5½ mins

The week of 5 September saw further monetary tightening as central banks continued to raise interest rates to curb inflation. While on the fiscal front, governments announced packages to support consumers in the face of soaring energy prices.

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