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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. 

3 ways to get started

Answer our questions online

Ready to go? 10 questions and in under 4 mins 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?

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

Are you a customer with us?
How would you like to get started?
Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.

Start your Financial Health Check

The questions should take around five minutes to complete. We'll use your answers to create a report with ideas on how you could get your money working harder.

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).

Book your video appointment

The video appointment will contain personal data, including your image. It will be recorded (and kept for 5 years) for training and monitoring purposes. Find out more about our video banking service on this page.

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

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?
Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.

Start your Financial Health Check

The questions should take around five minutes to complete. We'll use your answers to create a report with ideas on how you could get your money working harder.

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).

Book your video appointment

The video appointment will contain personal data, including your image. It will be recorded (and kept for 5 years) for training and monitoring purposes. Find out more about our video banking service on this page.

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

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.

What is a good financial situation?

A good financial situation will mean something different to everyone, but being in the know about your finances is really important. Here are some hints and tips, which could help you understand your finances better or even save for a rainy day.

Keeping informed about your finances

Having a good understanding of what help is available to you is a great first step. We recommend reading up on things like managing your money, taking care of your credit rating and smart budgeting and saving. 

24/7 support with our app

Our app is full of great features to help you manage your money. Find out more about how our app can help you. 

App available to customers aged 11+ with compatible iOS and Android devices and a UK or international mobile number in specific countries.

Being prepared for a rainy day

Reviewing your direct debits or switching energy supplier are two ways you could potentially save money and give your monthly budget a boost or leave you a little extra to save for a rainy day. 

Common questions about a Financial Health Check

Anything else we can help with?