Book a review

Ready to get the conversation started?

We’re here to help you pause and plan your future

We take the time to talk

You can book a free My Review in any of our branches to go through your current finances and your plans for the future. Our experienced customer review advisers can help you put a plan together for you to achieve your goals.

They can help you think about:

  • your existing savings accounts
  • if your retirement plans are on track
  • protecting your family and home
  • will writing and legacy planning.

If you would like more in-depth advice, we can book you an appointment with one of our financial advisers.

of customers* who had a review in branch were very or extremely satisfied

*Based on 847 customers surveyed from Sept 2016 to Aug 2017

Our expert says...

Janet Dutton

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, Bingley Branch Manager

Book your Review

Choose how you would like to speak to an adviser

In branch

To book an appointment in your local branch, call us on 0345 850 1722 or request a callback

Skipton Link

Book a video appointment for a face to face review in the comfort of your own home.

More about Skipton Link

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
Version Info: