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Working together towards your goals
Making sure your money's working hard enough to help you achieve your goals in life can be challenging. But it doesn't have to be.
A free Financial Health Check with a Premier Manager is a great first step to helping you identify opportunities to make the most of your money. It covers every aspect of your money to help you position it in the best possible way for you and your family.
We could also introduce you to the right specialists, depending on your and your family’s needs. That includes potentially giving you access to investment advice from our qualified wealth mangers who aim to help ensure your money serves you well for years to come.
Eligibility criteria apply. All advice and recommendations will be restricted to investment and protection products available to the wealth manager. The value of investments, and the income from them, can fall as well as rise and you may not get back what you put in.
Fees, charges and eligibility criteria could apply to any products or services you decide to take up as a result of a free Financial Health Check.
What's your financial goal?
Here are just some of the important areas we can go through with you during your Financial Health Check…
Get the most out of your free Financial Health Check
To give us a better picture of where things stand, it would be beneficial to bring along relevant financial documents to your appointment with a Premier Manager. This could be bank statements or tax returns, for example. But don’t worry if you don’t have much – even a general overview of your finances will help.
If you're new to Premier, welcome! Please also bring along your driving license or passport
Book your Premier Manager chat
Give us a call to book your time with a Premier Manager.
Telephone: 0333 202 3330 (Relay UK: 18001 0333 202 3330)
International: +44 161 933 7239
Minicom: 0800 027 1395
Financial Health Check questions
We're ready to help you
Chat to us to:
- Make larger value domestic or international payments
- Arrange an appointment with a Premier Manager to talk about your goals or any financial concerns
- Get help with the app or online banking (criteria apply)
- Explore your banking options, our products or services.