On this page:
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 could book a video appointment or arrange to speak to someone over the phone or in a branch. These appointments can last up to 60 minutes.
If you prefer an in-app experience, our Insights tab is packed with personalised insights, tools and tips to help you reach your financial goals.
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.

Fast Track Your Goals
Unlock your potential and take the first steps towards your financial goals.
Our coaching plans and exercises could help you take action today, to manage everyday spending and keep you on track for those longer-term goals. We could also help prepare you financially for any of life’s unexpected curveballs.
We have coaching plans and exercises you can work through at your own pace, to keep you motivated with a updated progress tracker.
Explore 'Fast track your goals' in our Insights tab in the app.

Just for you
Discover personalised insights created ‘just for you’ with insights that could help you spend less or save more, as well as ways to improve your credit score, and links to features specific to your needs.
Be sure to keep checking in, as we regularly add new insights to help you manage your money like a pro.
Our app is available to personal and business banking customers aged 11+ using compatible iOS and Android devices. You'll need a UK or international mobile number in specific countries.
How to get started
Book today for phone or in branch
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)