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Personal Financial Review


0800 028 088


A personal financial review usually takes about an hour and is a chance for us to get to know you - and for you to get to know us, before you make any decisions about your future.

What to bring to the review meeting

The more details about your finances that you bring to your review meeting, the more we can help you. We suggest you try to be aware of, or bring some or all of the following with you:

  • Mortgage statements
  • Credit card statements - including the rates you're currently paying
  • Details of existing loan or finance agreements
  • Savings balances - including interest rates






Legal information

Go green with e-Statements

Once your account is open, all you need to do is register for internet banking, log on and choose e-Statements as your statement option.

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Find out more

Need more information?

Call us at
0800 028 088