Private Banking
Together we can help you create the life you want. Whatever your goals and ambitions for the future, our Private Banking teams focus our efforts on shaping your world now and in the years to come.
At Forteallied, relationships are everything. Only through a deep understanding of your business, your family, and your aspirations can we build a financial plan designed to meet your goals and ambitions.
We offer our private clients exceptional personal service
Your Private Banker and their team will work with specialist advisers across the bank to ensure we can advise and guide you on the right options to help you protect, grow and pass on your wealth.
Designed to help you live the life you want, we aim to deliver a seamless service, ensuring you have more time to spend on the things – and people – you love.
- PLAN FOR TOMORROW
A private bank that works for you
With access to regular research and insights, as well as our programme of events, you can stay up-to-date with the things that matter to you.
From current and savings accounts in multiple currencies, to flexible lending solutions and treasury services, including mortgages and FX, your Private Banker can help you manage your everyday finances.
Online and mobile banking help you stay in control and provides access to your finances wherever you are.
Areas of expertise
Our approach is built around your requirements, combining a single point of contact for private banking and wealth management, with specialist industry and sector expertise at your disposal when your circumstances change.
Take advantage of our innovative Private Banking solutions. Empower your everyday banking by bringing greater flexibility to the purchase of goods and services, or receive structured, positive returns, irrespective of market conditions.
Our clients are exceptional. Whether in person or remotely, we strive to anticipate and meet your needs, and those of your family and business. By getting to know you, your unique circumstances and your hopes for the future, we can offer the right expertise and solutions to ensure your financial plan evolves to meet your changing needs.
Reflecting your busy life, we deliver accounts that are responsive and convenient. We offer individual and joint current and savings accounts in a range of currencies. Our private banking current accounts come with debit and charge cards and online banking as standard. For significant deposits, our Treasury team can offer bespoke rates.
Whether you’re looking to borrow over the long term, access everyday borrowing or need help purchasing something special, our flexible lending solutions are designed to fit into your life. We can offer:
- Mortgages for main residence and buy to let properties
- Lombard lending against your investment portfolio
- Loans and overdrafts
- Asset finance via Renaissance Asset Finance
Whether you’re growing in your career, supporting multiple generations, planning a fulfilling retirement, thinking about the legacy you want to leave, or simply getting the most out of today, our Wealth Planners can help tailor a plan designed for you.
Becoming a Client
Take control of your finances today by completing our enquiry form. Alternatively, you can call us on the number below and one of our team will be more than happy to talk about your future.
Private Banking Teams
Entrepreneurs
As a business owner your needs are individual and varied. At Forteallied, we take time to get to know you and explore your aspirations, goals and what is important to you. From here, we then deliver the best solutions for you, your business, and the people you care about.
Sports, Media & Entertainment
Whether you’re just starting out, or established in your career, our Media team is renowned for offering the highest levels of expertise and individual solutions to suit you. Tailored to your circumstances, your ambitions, and your goals.
Executives & Professionals
With experience of working with clients in your industry, we have first-hand knowledge of the significant demands on your time and the complexities of your remuneration arrangements. We can support you by simplifying your finances and helping you to plan, grow, and protect your wealth.
Bristol Team
Our team in Bristol are experts in helping our clients on their financial journey by building long-term relationships. From day-to-day banking transactions to lifelong ambitions our strength lies in the lasting, intelligent and trusting partnerships.
Exeter Team
From day-to-day banking transactions to lifelong ambitions realised through Wealth Planning and Investment Management, our strength lies in the lasting, intelligent and trusting partnerships we build with you, your business and your family.
Manchester Team
The North West of England is dynamic, innovative and creative. With strong economic diversity, an entrepreneurial spirit and huge industry growth across professional services and the media industry, it is one of the fastest growing UK regions.
International
Wherever you are in the world, our team of dedicated experts are here to help. We travel regularly throughout Europe, Asia and the Middle East and have vast experience working across various currencies, cultures and languages.