Why partner with Cater Allen?
Why partner with us?
We work closely with professional advisers and financial intermediaries to support your requirements, and in turn those of your clients.
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Our team
Our team bring years of experience and knowledge to help support intermediaries across the UK.
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Accountants
We work closely with accountants and accountancy firms across the UK, providing banking that supports both your clients’ needs and your day-to-day practice.
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Cash Managers
We work with cash managers and deposit aggregators to support the effective management of client savings through pooled savings accounts.
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Deputies, executors and personal representatives
We provide banking for people who are responsible for managing someone else’s finances.
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Independent Financial Advisers and Wealth Managers
We work with advisers across the UK, providing banking that supports retirement and inheritance planning.
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Pensions
We work with pension administrators, SIPP and SSAS providers, advisers and trustees to support the day-to-day management of pension scheme cash.
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Solicitors
We work with solicitors and law firms acting for attorneys, executors, deputies, corporate trustees and personal representatives.
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Accounts and useful infomation
Why partner with us?
We work closely with professional advisers and financial intermediaries to support your requirements, and in turn those of your clients.
Find out more
Literature for Professional Advisers
Download useful literature for more information on specific products.
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Intermediary Portal
Our intermediary Portal offers stronger security and a range of tools and features to enable you to service your account(s) and your customer portfolio online.
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How to use our Intermediary Portal
We have produced some 'How to' videos to assist you with some common tasks.
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Opening accounts for your clients
Explore our account opening options, designed with you the intermediary in mind.
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Intermediary Account Opening Portal
Register and log on to our Intermediary Account Opening Portal which offers online account opening for trust, SIPP and SSAS accounts.
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Consumer Duty
Useful information and guidelines for Consumer Duty.
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Information for distributors
In line with the Consumer Duty principles, view our product Information for Distributors.
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Our rate changes
Stay up to date – see a summary of recent interest rate changes to our accounts.
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