Professional advisers

For professional advisers and intermediaries

Our Executive Team are dedicated to our intermediaries and will be happy to help with any queries, whether about a new and existing accounts.

Our Executive Team is available from 9am to 5pm, Monday to Friday, except on Wednesdays when lines will be open from 10am. Our lines are closed on bank holidays.

Please call us:

on 0800 092 5500

Or +44 (0)114 228 2400 from outside the UK, where normal international call charges will apply.

Calls may be recorded or monitored.

Please have your Personal Access Code (PAC) to hand when calling. If you don't have a PAC or have lost or forgotten it, please contact us on the number above.

You can also write to us at:

Cater Allen Operations
Sunderland
SR43 4FB

Please be aware

We'll never call you and ask you to move your money to keep it safe.

Criminals will use numbers on our website to try and convince you they're genuine. If the caller has told you to check our website to prove they're legitimate, end the call, it's a scam.

If this happens to you, hang up, wait 5 minutes to be sure the line is clear. You should then call us on 159 to securely connect to your bank, or on 0800 092 3300.

Learn more at our Fraud and Security Centre

For information on how Cater Allen Limited processes your personal data please refer to our privacy notice.

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