Financial Planning review

Before we can make any sort of recommendation on the type of financial products that might help you most, we need to understand your financial position and your aims for the future.

Our no-obligation Financial Planning review is designed to help us get to know you better – it can also be an opportunity for you to get to know your financial aims better, simply by talking them through with one of our experts. There is no charge and no commitment on your part.

How it works

To get things rolling, just contact us to set up a meeting with one of our Financial Planning Managers. Call us or make an appointment online. Our Financial Planning Managers will:

1. Meet you at your NatWest branch at a time that suits you
2. Take around 45 minutes of your time to get to know about your financial position and your goals
3. Prepare a personalised set of recommendations

They will take the time to explain how these recommendations were reached. Remember, there's no obligation on you to accept these recommendations, but if you do decide to go ahead they'll:

4. Sort out all the paperwork
5. Write to you to confirm the arrangements that have been made and the reasons for them