# Cater Allen > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-07. - **Brand record:** https://optimly.ai/brand/cater-allen - **Dataset:** https://optimly.ai/brand/cater-allen.json - **Markdown:** https://optimly.ai/brand/cater-allen/llms.txt - **Official website:** https://caterallen.co.uk - **Slug:** cater-allen - **Categories:** fintech-financial-services ## Overview - **Tagline:** UK private bank providing personal, business and specialist banking accounts, with support for professional advisers and intermediaries. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Description:** 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: Brand's website (https://caterallen.co.uk) · 2026-11-07 ## Identity - **Mission:** To provide professional, friendly service, banking accounts suited to customers’ needs, UK-based support and simple, transparent banking solutions. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Website:** https://caterallen.co.uk Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Voice & tone:** Professional, friendly, supportive and transparent. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Founded:** More than 200 years of experience. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Headquarters:** Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN, UK. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Parent ownership:** Cater Allen Limited is a wholly owned subsidiary of Santander UK and part of the Santander group. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 ## Offerings - **Problem solved:** 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: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Core capabilities:** - Personal banking - Business banking - Specialist banking for trusts, charities, pensions, executors and personal representatives - Savings and fixed-term deposit accounts - Current accounts - Euro and US dollar accounts - Internet banking - Banking support for professional advisers and intermediaries Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Products / SKUs:** - Personal current and savings accounts - Business current and savings accounts - Specialist accounts for trusts - Specialist accounts for charities - Specialist accounts for pensions - Accounts for executors and personal representatives - Fixed Term Deposit Accounts - Notice accounts Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Pricing:** 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: Brand's website (https://caterallen.co.uk) · 2026-11-07 ## Audience - **Target industry:** Banking and financial services. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Customer base:** 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: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Ideal customer profile:** UK-based individuals, businesses and organisations requiring personal, business or specialist deposit banking, plus professional advisers managing banking and cash needs for clients. Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Use cases:** - Managing personal current and savings accounts - Managing business finances, including euro and US dollar accounts - Holding and managing trust funds - Managing charity cash portfolios - Managing pension scheme cash - Managing funds for executors and personal representatives - Earning interest on savings and pension funds - Using fixed-term deposits when funds do not need immediate access Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 - **Customer outcomes:** - Access to personal, business and specialist banking accounts - Interest earned on eligible balances - Dedicated support from UK-based client and intermediary teams - Secure online access to accounts 24 hours a day, 7 days a week - Support for managing client portfolios and opening accounts online - Protection under the Financial Services Compensation Scheme for eligible clients - Access to banking in euros and US dollars Source: Brand's website (https://caterallen.co.uk) · 2026-11-07 Page last updated 2026-11-07. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.