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Making the most of your money

Get your finances into shape with a free Financial Health Check

What is a Financial Health Check?

Our free Financial Health Check is a review of your personal finances. Discover helpful hints, tips and ideas to help keep you financially fit.

It’ll focus on your needs and goals, and could help you to make better decisions about your finances, now and in the future.

Choose from a quick review online or take the time and go more in-depth with one of our highly trained Senior Personal Bankers. 

Improve your financial wellbeing

Take control of your finances

From everyday saving and spending or dealing with debt. Together we could kickstart good money habits to last you a lifetime.

Plan for a successful future

Not sure how to put your big plans in place? We can share some ideas that could help you with your savings and investment goals.

Protect your loved ones

Looking after your family and loved ones after you've gone is essential. There are many options that could suit your situation.

3 ways to get started

Get started online

Ready to go? 10 questions, 10 mins and you'll get a personalised report with ideas and suggestions that could help get your finances in better shape, today.

Try video banking

Need a more in depth discussion? If you have something specific to discuss or just want peace of mind, our video banking service is easy to use, confidential and secure.

Over the phone

No access to video? Don't worry, our experts are also available over the phone too. Just pick a day and time that suits and we'll call you.

Ready? Let's get started

We need to ask a few quick questions before we begin. They'll only take a minute.

Do we already know you?
Have we contacted you?
Have you recently heard from us about your persistent debt situation (which includes overdrafts and credit cards)?
How would you like to get started?
Choose your preferred option below for your free Financial Health Check:

Before you book

The video appointment will contain personal data, including your image. It will be recorded (and kept for 5 years) for training and monitoring purposes to help us to keep improving this service.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our privacy policy and agree that this recording will be stored with Zoom Video Communications, Inc. on behalf of NatWest.

Before you book

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

The information captured is deleted 24 hours after the appointment has taken place. No bank records are updated.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our important documents.

How would you like to get started?
Choose your preferred option below for your free Financial Health Check:

Before you start

We collect your name and email to personalise your report, and to contact you if you want to hear about future updates. The information captured is used to help us improve the tool and will be deleted after 7 years. No bank records are updated.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

You're ready to start

Our questionnaire only takes 10 minutes of your time but could have a big impact on your future.

Before you book

The video appointment will contain personal data, including your image. It will be recorded (and kept for 5 years) for training and monitoring purposes to help us to keep improving this service.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our privacy policy and agree that this recording will be stored with Zoom Video Communications, Inc. on behalf of NatWest.

Before you book

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

The information captured is deleted 24 hours after the appointment has taken place. No bank records are updated.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our important documents.

How would you like to get started?
Choose your preferred option below for your free Financial Health Check:

Before you start

We collect your name and email to personalise your report, and to contact you if you want to hear about future updates. The information captured is used to help us improve the tool and will be deleted after 7 years. No bank records are updated.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

You're ready to start

Our questionnaire only takes 10 minutes of your time but could have a big impact on your future.

Before you book

The video appointment will contain personal data, including your image. It will be recorded (and kept for 5 years) for training and monitoring purposes to help us to keep improving this service.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our privacy policy and agree that this recording will be stored with Zoom Video Communications, Inc. on behalf of NatWest.

Before you book

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

The information captured is deleted 24 hours after the appointment has taken place. No bank records are updated.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 176 KB).

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our important documents.

Common questions about a Financial Health Check

Anything else we can help with?