Managing your Relationship
Specialist Services for Professional Advisers
We have built up a wealth of knowledge and are keen to use this expertise to your benefit. All of our services are tailored towards making your - and your client's - experience with us smooth and rewarding. Most of our Services offer your clients full facilities and attractive interest whilst still retaining access to their funds.
We make it easy to open an account with us. Our application forms are simple to understand and easy to complete. Additionally, you can also use these if you wish to become a private client yourself, or want to open a business portfolio with us.
No cross selling guaranteed!
It's your client relationship and you need to retain control of the financial advice your clients receive which is why we guarantee no cross selling of other products and services to your clients.
We want you – and your clients – to feel good about partnering with us, which is why all of our deposits are fully and unconditionally guaranteed by Yorkshire Online Bank, which is part of the Yorkshire Online Bank Group, one of the 10 largest Institutions in the world.
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