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about your goals

Start planning for your life ahead

Planning is easier when there's someone to help. Book a My Review and we'll discuss your financial goals together. Whatever you've got in mind for your money, we take the time to talk about it and make it personal to you.

  • It's free
  • A time for us to listen to your needs and understand your aspirations
  • A private area to discuss the things important to you
  • Look at a range of options and support you on your journey.

97% of customers who had a My Review in branch were very or extremely satisfied. Based on 506 customers surveyed from January-September 2016

Call us to book an appointment today 0345 850 1722 or Request a call back

Our expert says...

Making quick decisions without considering the bigger picture is never a good idea so why not spend some time with a Customer Review Adviser. Our role is simply to listen to you and help you explore all options available to you. We may challenge your thinking to help you understand what your priorities are but, most exciting of all, we may make suggestions for you to consider that you may have never thought of yourself.

Janet Dutton, Silsden Branch Manager

It all went extremely well, I don't see how it could be improved! Friendliness, courtesy, professionalism... it was just an extremely valuable visit.

Dorking branch customer

Call us to book an appointment today 0345 850 1722 or Request a call back

Our No Pressure Promise

We're right here for friendly support, helpful guidance and the freedom to make your own decisions in your own time.

Our No Pressure Promise
No Pressure Promise
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