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How will a financial health check benefit me?

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
  • We'll also look to ensure things are organised in the most efficient and effective way to save you time and provide maximum convenience
  • If it turns out you either need or want more specialist help, we can refer you to other specialist team members as required

Personal customers can make an appointment to speak to one of our senior personal bankers over the phone or in branch. To book an appointment, visit the Financial Health Check page (opens in a new window).

Premier banking customers should call us on:

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

Read more if you’re a business customer.