Financial Health Check

Whether you're looking for peace of mind or to find out something specific, the Financial Health Check could do the job.

The focus is around your needs and goals. We'll consider all areas of your finances so we could help you make the best decisions.

A review with one of our highly trained senior personal bankers over the phone, via video call, or in branch will involve an in-depth discussion around all areas of your finances aimed at helping you make informed decision 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.

If we have contacted you regarding persistent debt, please book an appointment to speak to one of our personal bankers.

How can I get started?

Business and Premier customers

Find out how we can help if you’re a business customer.​

​Premier customers can call us to book an appointment with a Premier Banking Manager.​

The appointment could take up to 60 minutes, if you decide you want a more in-depth chat with one of our highly qualified personal bankers.

Get started

If you're talking to one of our personal bankers, we would really appreciate if you could bring the following to your appointment so we can get the most from it:

• Your smartphone and/or tablet devices. We’ll 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

Get started

Not at all. Our free Financial Health Check is open to anyone. Our Financial Health Check will give you tips and suggestions on how you could improve your finances today, or book an appointment via video call, over the phone, or in a branch to go more in-depth.

Get started

Please note that we know it's easy to forget an appointment but time slots may become limited.

Please reschedule as early as possible if you know you can't make it by calling us on the number below:

UK: 03457 242 424

Overseas: +44 131 549 8888

Relay UK: 18001 03457 242 424

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

Good financial health is linked to lots of things and can mean something different to each person. Generally, good financial health will mean a higher credit score and it can also mean that you have savings for a rainy day or even longer term plans for retirement.