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Financial Health Check

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.

How to get started Open in new window
Information Message

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

Online

Just answer 10 questions and in under 5 minutes you'll get a personalised report with ideas and suggestions that could help get your finances in better shape. 

Video

Prefer to speak to someone? Our video banking service is easy to use, confidential and secure. Start an appointment now or book for another time.

Phone

No access to video? Don’t worry, our experts are available over the phone too. Just call us to book a time that suits you.

Branch

Our Senior Personal Bankers are available to meet in branch during opening hours. Just pick a branch and time that suits you, and we'll be waiting.

Ready?

We need to ask a few quick questions before we begin. They'll only take a minute.

Get started
Are you a customer with us?
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How would you like to get started?
Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.
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Next

Start your Financial Health Check

The questions should take around five minutes to complete. We'll use your answers to create a report with ideas on how you could get your money working harder.

We collect your name and email to personalise your report and to contact you if you want to hear about future updates. The information captured is used to help us improve the tool and will be deleted after 7 years. No bank records are updated.

Before you click next, please take some time to review our privacy policy. 

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Start questions
When would you like to talk to us?
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Next

Before you start your chat

Please note:

  • We collect your name, email, postcode and mobile number to help identify you ahead of your appointment.
  • Information is deleted after your appointment ends. No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

If you'd like to know more about this service you can find out more on the Video Banking page. 

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Start your chat

Before you book your appointment

  • We collect your name, email, postcode and mobile number to help identify you ahead of your appointment.
  • The information is deleted up to 90 days after your appointment.  No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

If you'd like to know more about this service you can find out more on the Video Banking page. 

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Book your appointment

Perfect. Book today.

To book your Financial Health Check over the phone or in a branch, give us a call on:

UK: 03457 242 424
Overseas: +44 (0) 131 549 8888
Relay UK: 18001 03457 242 424

Lines are open: 7 days a week 8am – 8pm (Automated service 24/7)

Previous
How would you like to get started?
Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.
Previous
Next

Start your Financial Health Check

The questions should take around five minutes to complete. We'll use your answers to create a report with ideas on how you could get your money working harder.

We collect your name and email to personalise your report and to contact you if you want to hear about future updates. The information captured is used to help us improve the tool and will be deleted after 7 years. No bank records are updated.

Before you click next, please take some time to review our privacy policy. 

Previous
Start questions
When would you like to talk to us?
Previous
Next

Before you start your chat

Please note:

•We collect your name, email, postcode and mobile number to help identify you ahead of your appointment.

•Information is deleted after your appointment ends. No bank records are updated as a result.

•The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

If you'd like to know more about this service you can find out more on the Video Banking page. 

Previous
Start your chat

Before you book your appointment

Please note:

  • We collect your name, email, postcode and mobile number to help identify you ahead of your appointment.
  • The information is deleted up to 90 days after your appointment.  No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

If you'd like to know more about this service you can find out more on the Video Banking page. 

Previous
Book your appointment

Perfect. Book today.

To book your Financial Health Check over the phone or in a branch, give us a call on:

UK: 03457 242 424
Overseas: +44 (0) 131 549 8888
Relay UK: 18001 03457 242 424

Lines are open: 7 days a week 8am – 8pm (Automated service 24/7)

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Frequently asked questions

What is a good financial situation?

A good financial situation will mean something different to everyone, but being in the know about your finances is really important. Here are some hints and tips, which could help you understand your finances better or even save for a rainy day.

Keeping informed about your finances

Having a good understanding of what help is available to you is a great first step. We recommend reading up on things like managing your money, taking care of your credit rating and smart budgeting and saving. 

Information Message

More on money management Open in new window

24/7 support with our app

Our app is full of great features to help you manage your money. Find out more about how our app can help you. 

App available to customers aged 11+ with compatible iOS and Android devices and a UK or international mobile number in specific countries.

Information Message

More on our app Open in new window

Being prepared for a rainy day

Reviewing your direct debits or switching energy supplier are two ways you could potentially save money and give your monthly budget a boost or leave you a little extra to save for a rainy day. 

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Try our money saving tips Open in new window

Anything else we can help with?