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What is a Financial Health Check?
Whether you're on top of your finances or feel like you've been burying your head in the sand, we're here to help.
Our free Financial Health Check is a review of your personal finances, giving helpful hints, tips and ideas to help you get financially fitter both now and in the future.
You can complete an online review in under 5 minutes. If you’d rather speak to someone, you can book a video appointment or arrange to speak to someone over the phone or in a branch. These appointments usually last around one hour.
Video Banking calls may be recorded and service hours apply. Compatible device required.
If you've recently heard from us about frequent use of your overdraft or suggesting that you increase payments on your credit card, then please get in touch with one of our experts via video or telephone.
How to get started
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.
App available to customers aged 11+ with compatible iOS and Android devices and a UK or international mobile number in specific countries.