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Partnership banking

We understand the needs of advisers, trustees and other financial intermediaries - that's why we offer an expert team, personalised service and a range of specialist products for your sector

Banking services for financial services professionals

We offer a full range of banking, deposit and lending solutions for pension providers, deposit platforms, 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...

The Partnership banking team only works with approved intermediaries. If you are looking to open a business bank account for a partnership which is not being introduced to us by a professional adviser or trustee, you may do this by visiting one of our stores or via our Business Bank Account page.

Dedicated team with personal service

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

Tailor your offering

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

Market-leading account

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

Pension products

Pension products

Choose from instant access for day-to-day needs and a range of fixed term deposit options for savings, for your SIPP and SSAS clients. We accept applications from an approved independent trustee company, scheme administrator or practitioner, who will be a signatory to the account. It’s simple to apply for a Metro Bank pension account for your client, and our dedicated pensions team supports all of our pension providers and professional trustees every step of the way.

The team can be contacted on the shared mailbox at, or you can find individual contact details below.

Investment-backed lending

Investment-backed lending

Why not take advantage of our Money Market Account?  Available only through approved partners, it offers a convenient and flexible way for your clients to borrow against their eligible investment portfolios, providing them with cash flow without needing to sell their investments.  Speak to us today if you'd like to offer this service to your clients.

Deposit accounts

Deposit accounts

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 can choose to receive monthly statements and can bank online or over the phone. With our fixed term savings accounts clients need a £500 deposit. We offer a range of terms up to three years. Rates of interest are fixed with interest payments paid monthly or annually.

Lending services

Lending services

We work with our partners to identify the most appropriate lending solutions to meet the short and long-term needs of their clients. Our dedicated lending team responds quickly to enquiries, helping clients to avoid uncertainty when seeking to borrow.

Find out what the Partnership team can do for you.

Dedicated Team Contact Details:

Contact Role Email Phone number
Greg Elswood Director of Partnerships 07976 175278
Lisa Joy Head of Partnerships Lending 07970 205928
Ian Sarfas Head of Pensions Banking 07970 206510
Dominic Wright Head of Trustee Banking 07530 588461
Paul Brewington Head of Partnership Intermediaries 07791 774490
Charles O'Neill Head of Inward Investment 07980 690898