Fine tune with a Financial Health Check

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 Premier Banking Managers
• 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.

Financial documents - to help us understand your needs you should have the relevant financial documentation to hand (e.g. statements, tax returns, bank statements).

New customers - If you are a new customer you will need to have either your driving licence or passport too.

Not at all. If you would like to chat to one of our Premier Banking team, and find out how we can help you make the most of your money, please get in touch today. You can contact us by phone or via webchat.

They can guide you through the range of products & services we offer, and help you with ideas on how to make your money work harder.

They have completed a comprehensive training and development programme, accredited by the Chartered Banker Institute. However, if you need specialist help, they can refer you to other qualified advisors as you need them.

Your Premier Banking Manager and support team are available for you and you can decide how you want to make use of them. If extra time is needed a follow-up can be arranged.

We recommend that you catch-up at least once a year but you can contact your Premier Banking Manager at any time.

They will also keep you informed whenever there are changes to your existing products or we introduce new features which could benefit you.

Your Premier Banking Manager is your first point of contact. You can contact them directly via email or by phone. However, if you have a simple query or would like help outside your Premier banking manager's working hours, please call or chat online with our customer support team.

You can use any device that has a camera or webcam and connection to the internet.

This can include a:

• Smartphone
• Tablet
• Computer

Please note: Users of devices that use apps (mobile phone, iPad, tablet, Chromebook) will be prompted to download the Zoom app. All other users will access their Video Banking appointment via a URL.

Yes. Once you’ve booked an appointment you will receive an email to guide you through how to join your Video Banking appointment. This confirmation email will provide a link to download our Video Banking app (Zoom). At the time of your appointment both you and your joint account holder simply open the app or follow the link in your confirmation email to join your appointment.

Please note that you don’t need to be in the same location as the joint account holder to join the appointment. 

Once you’ve booked an appointment you will receive an email to guide you through how to join your Video Banking appointment. Your email will contain a unique link for your appointment and this important information Video to view prior to the appointment taking place. 

Users of devices that use apps (mobile phone, iPad, tablet, Chromebook) will be prompted to download the Zoom app. All other users will access their Video Banking appointment via the URL.