Overlay
Every dream needs a plan

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 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. 

Information Message

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. 

How to get started

In app

Check out our Insights tab in our app.  It's packed with tips and tools that could help you take action today. Whether that may be helping you manage your everyday, or saving for the future.

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.

Join the millions of people who've checked their Insights with Royal Bank

It's a free tool within our mobile app. Let's 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)

Frequently asked questions

Anything else we can help with?