Financial Health Check

Whether you are looking to action a specific need or simply want the peace of mind that your finances are in good shape the financial health check could do the job.

The free financial health check service is a review with one of our highly trained senior personal bankers, over the phone or face to face.

The discussion will be focused around your needs and goals (we can also address any concerns you may have)

We will consider all areas of your finances aimed at helping you make informed decisions about what you feel is right for you

If it turns out you either need or want more specialist help, we can refer you to other specialist team members as required

To help us get the most from it, we would really appreciate if you could bring the following to your appointment:

Your smartphone and/or tablet devices. We will show you how to make the most of your banking with these, so make sure you know your log in details for your app store

Details of any banking you have elsewhere such as current accounts and savings

Your most recent mortgage statement or any loan or credit card statements you have

Details of the protection you have in place for you, your family and your home

It shouldn't take longer than 30 minutes to complete a Financial Health Check with one of our highly qualified personal bankers. 

Not at all. If you would like to chat to one of our senior personal bankers, and find out how we could help you make the most of your money, please get in touch today.

If you won't be able to attend your appointment you can let us know by chatting to us online. 

Chat to us online