Making the most of your money

Financial Health Check

What's a Financial Health Check?

Whether you want to set up a savings goal, work out a debt consolidation plan, or make the most of the mobile app, we're here to help.

Protect what's important to you

Being able to protect your loved ones after you've gone is important to all of us. We can help you find the right cover to suit your needs.

Take back control of your money

Consolidating your borrowing can help make money worries more manageable. Book an appointment with a member of the team today to discuss your options.

Planning for a successful future

You have big plans, but aren't sure how to set them in motion. We're on hand to support you with your long term savings and investment goals. Get started by selecting your financial goal below.

Our app makes it easier to manage your money

Make managing your money super simple with our mobile banking app. 

App available to Online Banking customers with a UK or 
international mobile number in specific countries.

What's your financial goal?

We have a wide range of tools and products to help you achieve your financial goals. Choose your goal below and find out how we can support you.

We're ready when (and where) you are

Whether you're coming into a branch or would like to arrange a phone appointment, our team are on hand to help you manage your finances.

Choose your preferred appointment type below. 

Which type of appointment would you like?

Important information

Please take some time to review, print and/or save the important information. By clicking that you’re ready to continue, you are confirming that you have been provided with, and have acknowledged our important documents.

Are you ready to book?

Great! Looks like you're all set and ready to go.

Before booking, please note

NatWest collect your name, email, postcode and mobile number to help identify you ahead of your appointment. 

The information is deleted up to 90 days after your appointment.

No bank records are updated as a result.

Important information

Please take some time to review, print and/or save the important information. By clicking that you’re ready to continue, you are confirming that you have been provided with, and have acknowledged our important documents.

Are you ready to book?

Great! Looks like you're all set and ready to go.

Important information

Please take some time to review, print and/or save the important information. By clicking that you’re ready to continue, you are confirming that you have been provided with, and have acknowledged our important documents.

Before booking, please note

NatWest collect your name, email, postcode and mobile number to help identify you ahead of your appointment. 

The information is deleted up to 90 days after your appointment.

No bank records are updated as a result.

The video appointment will contain personal data, including your image, and will be recorded for training and monitoring purposes.

Personal data, including your image, will be kept for 6 years. 

By consenting to this notice you agree that this recording will be stored with Zoom Communications Inc. on behalf of NatWest. 

Important information

Please take some time to review, print and/or save the important information. By clicking that you’re ready to continue, you are confirming that you have been provided with, and have acknowledged our important documents.

Are you ready to book?

Great! Looks like you're all set and ready to go.

Common questions about Financial Health Checks

Whether you are looking to action a specific need or simply want the peace of mind that your finances are in good shape the financial health check will do the job.

  • The free financial health check service is a review with one of our highly trained senior personal bankers, over the phone or face to face.
  • The discussion will be focused around 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
  • We will try and save or make you money where possible to ensure the things most important to you are adequately protected
  • If it turns out you either need or want more specialist help, we can refer you to other specialist team members as required

Read more if you’re a business customer.

Premier banking customers should call us on:

NatWest Premier
0333 202 3330
overseas: +44 161 933 7239
Minicom: 0800 027 1395
Open 24 hours

Not at all. If you would like to chat to one of our senior personal bankers, and find out how we can help you make the most of your money, please get in touch today. You can book an appointment in branch or over the phone.

Planning for tomorrow starts today. All it takes is a relaxed 20 minutes chat with one of our highly qualified personal bankers.

To help us get the most from it, we would really appreciate if you could bring the following to your appointment:

  • Your smartphone and/or tablet devices. We will show you how to make the most of your banking with these, so make sure you know your log in details for your app store
  • Details of any banking you have elsewhere such as current accounts and savings
  • Your most recent mortgage statement or any loan or credit card statements you have
  • Details of the protection you have in place for you, your family and your home

If you won't be able to attend your appointment you can let us know by calling us on the number below:

03457 888 444

International: +44 (0) 23 8022 6443

Minicom: 0800 404 6161

Lines open: 7 days a week 8am – 8pm (Automated service 24/7)

Anything else we can help with?

Support Centre

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