How do I book a financial health check?

How do I book a financial health check?

Planning for tomorrow starts today. All it takes is a relaxed 20 minute chat with one of our highly qualified Senior Personal Bankers.

From suggesting easy ways to stay in control of your day-to-day spending, to recommending simple ideas and tools to help you make the most of your money.

Here are just some of the things our Senior Personal Bankers could help you with:

  • Helping you save time using Online Banking and our mobile app
  • Getting onto or moving up the property ladder
  • Making credit card bills and overdrafts more manageable
  • Planning for those big moments in your life
  • Discovering if you can save money on your utility bills

There are lots of ways to book a Financial Health Check. Choose the best option that suits you and start making the most of your money.


Personal customers can make an appointment to speak to one of our senior personal bankers over the phone. To book an appointment, visit the Financial Health Check page(opens in a new window).

Call us

If you'd like to book your Financial Health Check over the phone, give us a call on:
03457 888 444
Minicom: 0800 404 6161.
Lines open Mon-Fri 8am-8pm, Sat 9am-3pm and closed Sunday. Calls may be recorded.