Our full-service banking solution ensures compliance and convenience for professional deputies managing their clients’ financial affairs. We offer dedicated deputyship accounts, online banking, and third-party debit cards for carers or protected parties to enable seamless day-to-day transactions. We also offer investment management for safeguarding assets for the long term.

Services available include:
FSCS protected deputyship accounts that can be opened in as little as 72 hours, faster than the majority of UK banks.
Global mandate appointment for managing funds for your clients across borders.
Secure online banking with convenient features such as data import and export and authorised user access levels.
Third-party debit cards can be issued to carers and protected parties with set spending and balance parameters managed by the professional deputy.
Well-diversified, risk-managed investment portfolios.
Tailored financial plans aligned to short-term and long-term goals.