{"name":"Cater Allen","domain":"caterallen.co.uk","url":"https://optimly.ai/brand/cater-allen","is_claimed":false,"categories":["fintech-financial-services"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"UK private bank providing personal, business and specialist banking accounts, with support for professional advisers and intermediaries.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"description","label":"Description","shape":"text","content":"Cater Allen Private Bank provides current and savings accounts for personal, business and specialist customers, including trusts, charities, pensions, executors and personal representatives. It also supports financial advisers and intermediaries with banking products and dedicated relationship support.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"}]},{"header":"Identity","sections":[{"key":"mission","label":"Mission","shape":"text","content":"To provide professional, friendly service, banking accounts suited to customers’ needs, UK-based support and simple, transparent banking solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"website","label":"Website","shape":"text","content":"https://caterallen.co.uk","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"voice_tone","label":"Voice & tone","shape":"text","content":"Professional, friendly, supportive and transparent.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"founded","label":"Founded","shape":"text","content":"More than 200 years of experience.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"headquarters","label":"Headquarters","shape":"text","content":"Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN, UK.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"parent_ownership","label":"Parent ownership","shape":"text","content":"Cater Allen Limited is a wholly owned subsidiary of Santander UK and part of the Santander group.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"}]},{"header":"Offerings","sections":[{"key":"problem_solved","label":"Problem solved","shape":"text","content":"Helps individuals, businesses, organisations and professional advisers manage cash, savings and banking needs through personal, business and specialist accounts, online banking and dedicated support.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Personal banking\nBusiness banking\nSpecialist banking for trusts, charities, pensions, executors and personal representatives\nSavings and fixed-term deposit accounts\nCurrent accounts\nEuro and US dollar accounts\nInternet banking\nBanking support for professional advisers and intermediaries","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"products","label":"Products / SKUs","shape":"text","content":"Personal current and savings accounts\nBusiness current and savings accounts\nSpecialist accounts for trusts\nSpecialist accounts for charities\nSpecialist accounts for pensions\nAccounts for executors and personal representatives\nFixed Term Deposit Accounts\nNotice accounts","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Rates vary by account. The website advertises Fixed Term Deposit rates of 4.50% AER gross interest fixed for 12 months and 4.45% AER gross interest fixed for 24 months, with a minimum balance of £5,000 and no withdrawals or closures before maturity. Rates are subject to change.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Banking and financial services.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"customer_base","label":"Customer base","shape":"text","content":"Personal customers, businesses, trusts, charities, pension trustees and administrators, SIPP and SSAS providers, executors, personal representatives, deputies, solicitors, accountants, financial advisers, wealth managers, cash managers and other professional intermediaries.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"icp","label":"Ideal customer profile","shape":"text","content":"UK-based individuals, businesses and organisations requiring personal, business or specialist deposit banking, plus professional advisers managing banking and cash needs for clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"use_cases","label":"Use cases","shape":"text","content":"Managing personal current and savings accounts\nManaging business finances, including euro and US dollar accounts\nHolding and managing trust funds\nManaging charity cash portfolios\nManaging pension scheme cash\nManaging funds for executors and personal representatives\nEarning interest on savings and pension funds\nUsing fixed-term deposits when funds do not need immediate access","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"},{"key":"customer_outcomes","label":"Customer outcomes","shape":"text","content":"Access to personal, business and specialist banking accounts\nInterest earned on eligible balances\nDedicated support from UK-based client and intermediary teams\nSecure online access to accounts 24 hours a day, 7 days a week\nSupport for managing client portfolios and opening accounts online\nProtection under the Financial Services Compensation Scheme for eligible clients\nAccess to banking in euros and US dollars","source_type":"1p_website","source_label":"Brand's website","source_url":"https://caterallen.co.uk","updated_at":"2026-11-07T05:16:50.111989+00:00"}]}],"last_refreshed_at":"2026-11-07T05:16:50.118835+00:00","last_changed_at":"2026-11-07T05:16:50.130490+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=0ef4fe0c-88a4-43ac-8709-32fe8cac4dff"}