Become an introducer

Become an introducer

As a professional introducer, we can work with you to add value to your existing client relationships, whilst you still retain control of your client relationship.

The Cash Management service will provide a number of benefits to you:

  • You can deepen your relationships with clients and manage a greater proportion of client assets.
  • You can enhance and complement your existing services.
  • Remove the time cost of researching the most appropriate cash deposit accounts.
  • You can access up to date values on your clients’ accounts.
  • You retain control of your client relationship.
  • You can have peace of mind that we won’t cross sell.

If you would like to become an introducer, please submit our Make An Application form or call to speak to one of the New Business Team today.

Call one of our Savings Specialists on 0345 094 2255 or arrange a callback and we’ll get in touch.
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Arrange a call back

Call us on 0345 094 2255
or email us at

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View our latest rates

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are updated regularly.

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