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partnership banking

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.

Banking services for financial services professionals

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...

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.

Bespoke lending to SIPP and SSAS pensions

We offer lending against SIPP and SASS pensions at competitive rates:

  • a SIPP or SSAS pension can lend up to 100% of its net assets
  • a SSAS can lend up to 50% of its net assets if the loan is to a sponsoring employer
  • the loan must be on a "commercial basis" and the trustees of the scheme, not the members, make the loan and dictate the terms and conditions.

Pension products

Pension products

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.

Current accounts with add-ons

Current accounts with add-ons

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.

Client deposit accounts

Client 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 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.

Lending services

Lending services

We can help you choose the right lending product for your clients, whatever their short and long-term financial needs.

Find out what the Partnership team can do for you.

Dedicated Team Contact Details:

ContactRoleEmailPhone number
Richard Dunn Partnership Banking Director Richard.Dunn@metrobank.plc.uk 07535 127836
Gavin Reeves Business Development Manager Gavin.Reeves@metrobank.plc.uk 07904 073826
Andy Pace Partnership Banking Manager Andy.Pace@metrobank.plc.uk 07951 499612

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How we can help

Community involvement

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.

FSCS

Protecting your money

Your eligible deposits with Metro Bank are protected by the FSCS.