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How will a financial health check benefit me?

Whether you are looking to action a specific need or simply want the peace of mind that your finances are in good shape the financial health check will do the job.

  • The free financial health check service is a face to face review with one of our highly trained senior personal bankers
  • The discussion will be focused around your needs and goals (we can also address any concerns you may have)
  • We will consider all areas of your finances aimed at helping 'you' make informed decisions about what you feel is right for you
  • We will try and save or make you money where possible to ensure the things most important to you are adequately protected
  • We'll also look to ensure things are organised in the most efficient and effective way to save you time and provide maximum convenience
  • If it turns out you either need or want more specialist help, we can refer you to other specialist team members as required

Read more if you’re a business customer.

Premier banking customers should call us on:

Royal Bank of Scotland Premier
0333 202 3332
overseas: +44 131 278 3507
Minicom: 0800 027 1398
If you are based in England or Wales please call 0345 301 4723
Open 24 hours

Personal customers can make an appointment through their Branch (opens in a new window) or with the Telephony Team (opens in a new window)