Financial Health Check
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Common questions Open in new window
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What is a 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 phone.
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.
Common questions
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.
Our Digital Financial Health Check is a series of questions you can fill in on your own time. At the end, we will share lots of hints and tips that could help you achieve your goals.
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 abusiness customer.
Premier customers can call us to book an appointment with a Premier Banking Manager.
It shouldn't take longer than four minutes to complete ourDigital Financial Health Check,and up to 1 hour if you decide you want a more in-depth chat with one of our highly qualifiedpersonal bankers.
Get started
You don’t need any specific details for our Digital Financial Health Check on hand.
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 protectionyou 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 Digital 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
We know it's easy to forget an appointment but, please note, 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 888 444
Overseas: +44 (0) 23 8022 6443
Relay UK: 18001 03457 888 444
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.
