A banking partner you can trust

We are committed to helping your firm with the day-to-day management of your clients’ money and safeguarding their assets, ensuring tailored investment portfolios meet their current and future needs. Our core values of integrity, respect, and collaboration ensure that we are a banking partner you can trust.

Why choose us

We provide one of the most comprehensive financial experiences for the ultimate benefit of protected parties.

Complete banking experience

Our full-service solution helps professional deputies manage their clients’ day-to-day financial affairs compliantly and ensures long-term stability through expert wealth planning and investment management.

Our dedication to values

With over 190 years of heritage, we are a trusted name in banking and investment. We value openness, honesty, and inclusivity, working together to help you confidently manage your clients’ financial affairs.

Financial strength and stability

Our financial health is robust and well-recognised. We adopt a conservative operating model that targets long-term stability over short-term gain. As a result, we maintain very strong levels of capital and liquidity.

A relationship-led approach

Our strength lies in our relationships and sector expertise. We understand the challenges professional deputies face and offer tailored advice and financial solutions to navigate them.

Contact us

Banking services

Our deputyship bank accounts and online and mobile banking services make managing your clients’ money convenient, effective, and compliant.

  • FSCS protected deputyship accounts opened by our UK-based team.
  • Global mandate appointment for managing funds for your clients across borders.
  • Secure online banking with convenient features such as data import and export and authorised user access levels.
  • Third-party debit cards can be issued to carers and protected parties with set spending and balance parameters managed by the professional deputy.
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Wealth planning and investment management

We want to be certain that we are acting in the best way for your clients’ long-term financial stability. Our highly qualified and experienced advisers determine the right wealth planning strategy specifically to short-term and long-term goals.

  • In-house, extensively researched, well-diversified, risk-managed portfolios.
  • Cashflow planning, detailing your clients' current financial status and projected future activity, to assist in managing complex expenditure patterns.
  • Advice to help grow your clients’ wealth in a tax-efficient manner.
  • Advice on estate planning to aid your clients in passing their wealth on to the next generation.
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Paperwork, review and advice of woman, financial advisor or accountant support
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Empower and protect with our Visa Debit Cards

Visa debit cards empower carers and protected parties with financial independence.

Professional deputies can manage features, such as setting spending and balance limits, to ensure safe and controlled access to money.

Your dedicated team

Your dedicated Commercial Banker is at the heart of our service, managing your relationship and ensuring a seamless connection between your firm and our team of expert Wealth Planners and Investment Managers.

Your team operates across the UK, from local offices in Bristol, Exeter, London, and Manchester.

London office 

Charlie Griffin 
Commercial Banker

Chris Dyer
Senior Commercial Banker 

David English
Commercial Banker 

Lee Summers
Senior Commercial Banker 

Liam Hutchings
Director of Professionals 

Bristol office 

Lee Summers
Senior Commercial Banker 

Exeter office 

Dan Stevens
Commercial Banker 

Manchester office 

Gary Knight
Commercial Banker 


Your key contacts

Dan Stevens

Commercial Banker
DanStevens@arbuthnot.co.uk
Mobile: 07388 377519

 

Liam Hutchings

Director, Professionals
LiamHutchings@arbuthnot.co.uk
Direct: 020 7012 2359

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Commercial questions

Is your business registered in the UK?

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To join Arbuthnot Latham, new commercial clients need to bring +£500K of deposits or +£1m borrowing. Do you meet this criteria?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our commercial services are not the right fit for your current business needs. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

Funding to manage cash flow and access the right assets.

  • Lending from £25,000
  • Available for SMEs and independent finance houses
  • Unregulated lending

Lending solutions, plus cash flow loans for mergers and acquisitions, growth and refinancing.

  • Lending from £1m
  • Available for business-to business SMEs and mid-market corporates
  • Unregulated lending

Tailored lending, contract hire, rental and finance packages serving the manufacturing, commercial vehicle, bus and coach sectors.

  • Lending from £25,000
  • Available for corporate entities
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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Private questions

New Arbuthnot Latham clients are required to bring at least £750,000 in deposits, investments or borrowing. Are you looking to deposit, borrow or invest a minimum of £750,000?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Private - International questions

Are you a UK passport holder?

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Are you a UK resident?

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Thank you for your interest in joining Arbuthnot Latham.

Based on your responses, our services are not the right fit for you at this time. If your circumstances change, please do get in touch.

You may be interested in related services offered by Arbuthnot Latham:

A range of fixed term deposit accounts to help you achieve your financial goals in a secure, low-risk way.

  • Deposit between £10,000 and £250,000
  • No fees
  • Protected by the Financial Services Compensation Scheme

A form of finance which allows you to spread the cost of the asset over time; often used to finance luxury, classic or super cars.

  • Lending from £25,000
  • Unregulated lending

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Based on your information, we may be able to help. Continue completing this form to request a call back, or call +44 (0)20 7012 2500.

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