For residents in the Channel Islands, Isle of Man or Gibraltar
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How could a financial check-in help you?
Whether you're on top of your finances or feel like you've been burying your head in the sand, we're here to help.
Our free Financial Health Check is a review of your personal finances. It gives you helpful hints, tips and ideas to help you manage your finances, both now and in the future.
You can have a Financial Health Check in as little as 20 minutes although we’re more than happy to spend more time with you if you wish.
Common questions
Ready to book an appointment?
If you’d like to arrange a Financial Health Check, please:
- contact your Relationship Manager, if you have one or;
- come into one of our branches and talk to us
You may be able to have your appointment right away, if one of our Personal Bankers is free. If not, we'll make an appointment for a time that suits you.
You can have the Financial Health Check in branch or by phone, the choice is yours.
Information Message
Calls may be recorded.