What is a My Money Review?
It's a new service where our experienced colleagues will talk to you about your short, medium and long term goals for your money and then provide their recommendations. The conversation is led by you and we can advise on our range of savings products which we believe could help you make your money work harder.
-
Free appointment
It's a friendly conversation between you and one of our experienced colleagues.
-
In branch, by phone or video link
Choose to have your review whichever way suits you best.
-
Only takes an hour
An opportunity to discuss the goals you have for your money.
-
No pressure promise
Take your time and get back to us when you've decided.
Why book a My Money Review?
Life very rarely stands still. And with the current high cost of living, you might need to look at things a little differently so you’re still heading in the right direction with your money.
Here are just a few of the ways our experienced colleagues could help:
- Building a ‘just in case’ fund
- Making more of your money
- Saving to help loved ones
- Planning for your retirement
My Money Review in four simple steps
- Fill in the form below to book a My Money Review and we'll be in touch by telephone to arrange your appointment
- Talk to one of our experienced colleagues about your wants, needs and any plans you have for your money
- We'll give you tailored information based on what you have told us, with no pressure to decide
- Take the time you need to make decisions and let us know if we can help – no pressure!