At all stages of their career and then into retirement, we are able to offer clients a highly personalised, bespoke service.

Areas of expertise include:

  • Partners of Accountancy and Law firms
  • Members of the Bar from Junior Barrister to Queen’s Counsel
  • Management consultants
  • Medical and dentistry professionals

The demands on your time can be significant. You need a private bank that can support your financial and investment objectives for today and for the future, whilst providing you with seamless day-to-day banking.

Helping to create tailored solutions for your personal, family and business needs, the Professionals team allows you to develop trusting relationships with experts.

You have access to the full range of our services and expertise, including Chartered Financial Planners. With an independent and unrestricted approach, the personalised service they offer is second to none.

Whatever your role, from partner in a professional services firm to a management or medical professional, our specialist team also helps you keep pace with the challenges and opportunities associated with professional practices.

Court of Protection & Personal Injury

The National Treasury Bank Court of Protection and Personal Injury Team provides financial planning and investment management services for recipients of damages awards, working closely with claimants, their families, and their legal representatives.

The team also provides support for people who suffer from a mental health condition or neurodevelopmental disorder, and work with a close network of other specialist professionals to ensure that clients and their families are supported in the very best way.

The team has a thorough understanding of the Court of Protection, the OPG, and personal injury/disabled persons trusts, and the long term financial issues that our clients face.

Meet the team

Daniel Saxby

Daniel Saxby

Director, Private Banking

David Heath

David Heath

Director, Private Banking

Adam Patten

Adam Patten

Senior Private Banker

Gillian Keeler

Gillian Keeler

Senior Private Banker

Richard McGregor

Richard McGregor

Head of Court of Protection & Personal Injury Team

Jeanette High

Jeanette High

Private Banker

Gareth Jenkins

Gareth Jenkins

Director, Wealth Planning