Personal Financial Review

Financial goals and individual needs change over time which is why your Private Banking Manager is on hand to ensure that your money is working hard for you.

A Personal Financial Review provides you and your Private Banking Manager with the opportunity to take a completely fresh look at your financial situation.

You'll either speak face-to-face or over the phone to your Private Banking Manager – whichever is most convenient to you.

Following an in-depth discussion of your needs and aims your Private Banking Manager will identify ways to help you achieve your financial goals. If it is felt that you would benefit from any specialist advice then they will arrange for you to meet with the appropriate expert.

Arranging a Personal Financial Review

We encourage Private Banking customers to have regular Personal Financial Reviews with their Private Banking Manager, even if circumstances haven’t changed.

To book your Personal Financial Review simply call your Private Banking Manager or contact Private Banking 24/7 on 0845 303 0600 and they will arrange it for you.