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How could a Financial Health Check 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 complete an online review in under 5 minutes. Alternatively, you can book a video appointment or arrange to speak to someone over the phone or in one of our branches. These appointments usually last around 1 hour.

What we can help with

You can talk to us about:
  • Planning for the future
  • Making credit card bills and overdrafts more manageable
  • Protecting your family
  • Tools and tips to help you save
  • Keeping a closer eye on your money
  • Getting onto or moving up the property ladder

Common questions

How to get started

Online

Just answer 8 questions and in under 5 minutes you'll get a personalised report with ideas and suggestions that could help get your finances into better shape.

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Video

To book a Video Banking appointment, please visit your local branch and arrange a convenient time to speak to us.

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Phone

Give us a call and we'll get you booked in for a Financial Health Check at a time that suits you.

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Branch

Our Personal Bankers are available to meet in branch during opening hours. Just pick a branch and time that suits you, and we'll be waiting.

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Before we get started...

Please answer a few questions so we can arrange your Financial Health Check

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Where do you reside?
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What type of Financial Health Check would you like?
Please choose an option below to continue
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Digital Financial Health check

Our free Financial Health Check provides a quick review of your personal finances. It offers helpful hints, tips, and ideas to manage your money effectively - now and in the future.

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Let's get started

Face-to-Face Financial Health check

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

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Find a branch

Give us a call

Speak to one of our team using the relevant number below:

Please have your Customer Number and PIN ready as this will enable your call to be answered faster and securely.

Gibraltar customers

200 73200
From abroad: 00350 200 73200
Relay UK: 18001 00350 200 73200

Guernsey customers

01481 703860
From abroad: +44 (0) 1481 703860
Relay UK: 18001 01481 703860

Isle of Man customers

01624 637190
From abroad: +44 (0) 1624 637190
Relay UK: 18001 01624 637190

Jersey customers

01534 282850
From abroad: +44 (0) 1534 282850
Relay UK: 18001 01534 282850

Lines are open Monday to Tuesday 9am - 5pm, Wednesday 10am - 5pm and Thursday to Friday 9am - 5pm (except public holidays). Calls may be recorded.

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Video Banking Financial Health check

To book a Video Banking appointment, please visit your local branch and arrange a convenient time to speak to an advisor. Our Video Banking service is available Monday to Friday, 10am - 4pm.

When you book an appointment, we'll ask for your name, phone number, postcode and email address. These details help us identify you and are deleted after your appointment ends.

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International Customers

If you are an existing International Personal Banking customer, or a potential customer who meets the minimum age, residency, balance and/or deposit requirements, we can offer you a Financial Health Check via video or telephone call.

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