Intermediary services
Working with our intermediary partners
We understand that a multi-disciplinary, expert approach is needed for each of our clients. By collaborating with our intermediary partners, we deliver tailored solutions that meet the unique requirements of each client, while delivering exceptional levels of personal service.
At Weatherbys Private Bank we provide award winning private banking and wealth management services that put the needs of the client first, while always respecting their existing relationships with other professional advisers.
Our long-term relationships with the intermediary community – including lawyers, accountants, tax advisers, corporate finance advisers, investment professionals and trust companies – means that we understand your business and the importance of collaboration.
Collaborating with you
We regularly receive referrals and requests to collaborate. We work alongside other professionals and add our expertise as part of a seamless client service. Our core values of integrity and trust form the foundations of our approach and aim to complement the unique relationship you have with your clients, and we will work alongside you to enhance and safeguard this.
If you believe your clients would benefit from our services and expertise, please get in touch with our team by completing the form below to speak with one of our Private Bankers.