We understand the needs of finance professionals - that's why we offer an expert team, personalised service and a range of specialist products for your sector.
We offer a full range of banking, deposit and lending solutions for pension providers, Independent Financial Advisers, wealth managers and accountants.
And because Metro Bank does not offer wealth planning services or investment advice, we can focus on providing the right solutions for you and your clients.
With Metro Bank you can personalise your offering – whether your clients want to save or borrow. And there’s no conflict of interest as we don’t sell investments or give investment advice...
Our experienced team offers a deep understanding of the needs of financial intermediaries in the UK. From pension deposits to trusts and partner lending, we are able to help.
Boost what you already offer your clients with a selection of our specialist products. We can tailor services to your most demanding or complex client needs by setting up a special agreement between us.
We’re proud of our innovative Money Management Account which lets your clients borrow money against their investment portfolio. It’s remarkably simple to use and offers you some unique options.
We offer lending against SIPP and SASS pensions at competitive rates:
Choose from instant access and fixed term deposit accounts for SIPP and SSAS default or investment monies. It’s simple to apply for a Metro Bank pension deposit account on behalf of a client. All the accounts are grouped together in one application process and you will be supported every step of the way by our dedicated pensions team.
Why not take advantage of our Money Management Account? It’s a simple, flexible current account with an integrated overdraft, secured against eligible portfolio investments. It’s a convenient way to give your asset-rich clients cash flow on a day-to-day basis, without them needing to touch their investment portfolios.
You can apply for a Metro Bank savings account on behalf of a wide range of clients, from companies to charities and trusts. With our instant access savings accounts, competitive interest rates are available with interest paid monthly. Clients receive monthly statements and can bank online or over the phone. With our fixed term savings accounts clients need a £500 deposit. There’s a choice of terms, from 3 months up to 3 years. Rates of interest are fixed with interest payments paid monthly or annually.
We can help you choose the right lending product for your clients, whatever their short and long-term financial needs.
| Contact | Role | Phone number | |
|---|---|---|---|
| Richard Dunn | Partnership Banking Director | [email protected] | 07535 127836 |
| Gavin Reeves | Business Development Manager | [email protected] | 07904 073826 |
| Andy Pace | Partnership Banking Manager | [email protected] | 07951 499612 |
Every one of our stores is strongly rooted in the community it serves and we’re proud to work closely with local people and businesses.
Your eligible deposits with Metro Bank are protected by the FSCS.
