Book your Financial Health Check - Support | NatWest Premier

Financial Health Check

Financial Health Check

To book your free financial health check with your Premier Banking Manager, either:

Chat to our team now
Book your financial health check

Our WebChat team is on hand to help you book your financial health check with your Premier Banking Manager.

 


What will I need for my appointment?
 

✔ Meeting preference - do you want to meet near your home or place of work?

 Documents to bring with you - to help us understand your needs you should bring the relevant financial documentation with you (e.g. statements, tax returns, bank statements).

 

Call us now

How can we help you?

Speak to our UK-based team. 

Telephone 0333 202 3330
International +44 161 933 7239
Minicom 0800 027 1395

 
NatWest Premier is available to all customers with a sole income of at least £100,000 or a joint income of £120,000 paid into their NatWest account, or minimum outstanding mortgage borrowings with us of £500,000, or savings and investments of at least £100,000 held with us.

How will a Financial Health Check benefit me?

 

The discussion will  focus on your needs and goals (we can also address any concerns you may have)

We will consider all areas of your finances aimed at helping 'you' make informed decisions about what you feel is right for you

 If you need specialist help, we can refer you to other specialist team members as you require
 

What you'll need for your financial health check
 

✔ Meeting preference - do you want to meet at your home or in branch?

 Documents to bring with you - to help us understand your needs you should bring the relevant financial documentation with you (e.g. statements, tax returns, bank statements).

 

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