Why Weatherbys Private Bank?
Exceptional personal service
Our award-winning Private Bank has a long tradition of delivering exceptional levels of personal service to our clients. As a valued client, your dedicated Private Banker will provide a service tailored to meet your needs and those of your family.
We are more than a transactional bank; we pride ourselves on attention to detail and going the extra mile – we are responsive and directly accessible, so you can always speak to a real person who recognises you and genuinely understands how you operate your financial affairs.
“We are more than bankers to our clients. We are trusted advisers.
True understanding of your needs
From current and deposit accounts, to flexible lending solutions and foreign exchange, your Private Banker can help you manage your everyday finances. In addition, through a deep understanding of your aspirations, we can also assist with your wider wealth requirements and help you to develop a financial plan designed to meet your goals and ambitions, both today and in the future, to ensure you grow, protect and pass on your wealth successfully.
Ongoing consistency and continuity
Your dedicated Private Banker and their assistant are always on hand to assist you with any queries and instructions whenever you need them. These teams ensure our commitment to providing you with a long-term, valued relationship. They are all highly experienced, which enables us to deliver a skilled banking service that is unique to you. Each Private Banker and their assistant work with a very limited number of clients, meaning they have the time to really get to know your affairs and are readily accessible to you.
Many of our competitors have a high turnover of staff and frequent team or structural changes. Being an independent family-owned business enables us to deliver a more bespoke and consistent service offering. The continuity of relationships is important to us and, due to our strong values, continuous development, and excellent working environment, we enjoy exceptional levels of staff retention.
Efficient decision making
Whether opening a new account, overseeing lending applications or simply making changes to your everyday banking, we benefit from not being part of a large institutional structure, which ensures our channels of communication are short and effective.
This flexibility allows our Private Bankers to make quick and considered decisions either directly or to have access to swift authorisation through our specialist teams, guaranteeing your requests are dealt with proactively and efficiently.
Robust security and safeguarding
The security of your money comes first and foremost. As a business, our operational and financial resilience is paramount, including the safeguarding of your money. We treat your assets as if they were our own and this is apparent in all our decision making – integrity lies at the heart of the way we do business.
The digital age presents us all with new risks and, as technology advances, fraudsters and cybercriminals become ever more sophisticated. Protecting you against fraud is our priority and we work tirelessly to keep your money and identity safe. Our dedicated Fraud Prevention Team works hard to spot anything suspicious. To further support you in this area, we regularly produce guidance, fraud updates and host events to discuss these evolving issues.
Excellent value for money
We pride ourselves on providing value for money. Fees for financial services in the UK are often criticised for being excessive with unnecessary ongoing costs combined with multiple layers of charging, something we oppose.
We recently completed a comprehensive review to streamline our fee structures to ensure they continue to be fair, transparent and provide true value for the tailored and personal services we provide to you.