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Financial planning is not just about your goals for the future. As Richard explains, it also “improves your understanding of your current financial circumstances”. 

Having a financial plan could help you understand where you are now as well as helping you think about your aspirations for the future. Whether it’s organising a wedding or thinking about your retirement, a good financial plan could help you understand what you need to do to help achieve those goals. 

Get started with a free Financial Health Check

You could book a free financial health check with your Premier team* to help sort your finances for today and the future. It takes a holistic view of your finances and aims to identify opportunities to help you position your money in the best possible way.

Your Premier team could also potentially give you access to advice from our qualified wealth managers who aim to help ensure your money serves you well for years to come. Contact Premier 24 on this number to set one up at a time that suits you:

Telephone: 0333 202 3332

International: +44 131 278 3507

Relay UK: 18001 0333 202 3332

Financial Health Check: All advice and recommendations from a wealth manager will be restricted to investment and protection products available to them. Fees, charges and eligibility criteria could apply to any products or services you decide to take.

* To qualify for Premier, you must be over 18, a permanent UK resident and have one of at least: £100k sole income or £120k joint income paid into your NatWest account; £100k savings or investments held with us; £500k mortgage borrowing with us.

This podcast should not be taken as financial advice. 

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