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Get your finances into shape

Financial Health Check

What is a Financial Health Check?

Our free Financial Health Check is a review of your personal finances. Discover helpful hints, tips and ideas to help keep you financially fit.

It’ll focus on your needs and goals, and could help you to make better decisions about your finances, now and in the future.

Choose from a video or telephone appointment with one of our highly trained Senior Personal Bankers. 

Let's get you booked in

First, let us know if you would prefer a video or telephone appointment, then select a date and time that suits you. It's as easy as that.

How would you like to chat to us?
Choose your preferred option below for your free Financial Health Check:

Perfect. When works for you?

Hit the book button to check the diary and see what times are available.

Before you do that, it's important to note that the video appointment will contain personal data, including your image. It will be recorded (and kept for 6 years) for training and monitoring purposes. Find out more about our video banking service on this page.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 169 KB).

Perfect. When works for you?

Hit the book button to check the diary and see what times are available.

By booking your appointment below, you provide your consent for Ulster Bank to collect your name, email, postcode and mobile number to help identify you ahead of your appointment.  The information captured is deleted up to 90 days after the appointment has taken place. No bank records are updated as a result.

For more information, our full privacy policy is available below.

Privacy Notice (PDF, 169KB)

Frequently asked questions

Manage your money with our mobile app

Manage your day to day banking and stay in control with the Ulster Bank app. Take control of your money by seeing where you're spending it, create budgets and add accounts with other banks.

Is there anything else we can help you with?