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.
Private Banking customers should call us on 03332 023 332 (Minicom: 0800 900 5961).