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.

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.

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

How Video Banking works

  • All you need is a device that has a camera or webcam and connection to the internet (e.g. via Wi-Fi or 5G/4G/3G data).
  • Video Banking appointments are provided through Zoom. Zoom uses your device's internet connection (5G/4G/3G or Wi-Fi, as available). If you have exceeded your data limit or are not connected to a free Wi-Fi network, your provider may charge you.
  • Learn more about Video Banking.

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.

Our full Privacy Notice is available below.

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 Video 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.

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

Common questions about Financial Health Checks

Anything else we can help with?

Support Centre

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