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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

Investing

The week in review

10 May

   |   7¾ mins

The week of 2 May saw continued volatility in markets. Global stocks and bonds retreated as US and UK central banks raised their base rates again in an attempt to curb inflation pressures.

Investing

April's investment market commentary

9 May

   |   2 mins

April proved to be a difficult month for markets as concerns over global growth surfaced. While underlying economic fundamentals remained broadly healthy, the impact of high inflation and rising interest rates are without doubt headwinds for confidence, consumer spending, and therefore growth going forward.

Money management

When is enough enough?

3 May

   |   5¼ mins

Society encourages us to endlessly strive for ‘more’ – whether that’s money, recognition or to be seen as successful. Some people, however, understand that achieving ‘enough’ may result in a happier life. Huw Williams explains the thinking.

Money management

How herd mentality affects more than just your investments

3 May

   |   4¾ mins

From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.

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