Financial Planning review


Professional advice with no obligation


Before we recommend the type of financial product or products that will help you reach your goals, we need to review your current financial arrangements and understand your aims for the future.

Our no-obligation review lets us get to know you better. It’s also a chance for you to think about your financial aims. Our experts will be able to help you identify your goals using their experience of helping many people just like you. There’s no charge and no commitment on your part.

How it works

To get things started, contact us and set up a meeting with our Financial Planning team.

  1. We can meet you at your local RBS branch at a time that suits you best
  2. It only takes us about 45 minutes to get to know you, your financial position and your goals
  3. We’ll set out a personalised recommendation of what we believe you need to do, and we’ll explain why
  4. You’re under no obligation to accept our recommendations. But if you do, we’ll sort out all the paperwork
  5. Once everything’s in place we’ll confirm the arrangements we’ve made and the reasons for them, in writing

Get in Touch

  • Call 0800 408 2526
  • Minicom 0800 404 6160

Lines are Open

Mon to Thu 8am - 8pm
Fri 8am - 6pm
Sat 9am - 5pm
(excl. public holidays).

Calls may be recorded.