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Financial Health Check

Get your finances into shape day or night

What is a Health Check?

Whether you're on top of your finances or feel like you've been burying your head in the sand, we're here to help.

Our free Financial Health Check is a review of your personal finances, giving helpful hints, tips and ideas to help you get financially fitter both now and in the future. You could book a video appointment or arrange to speak to someone over the phone or in a branch. These appointments can last up to 60 minutes.

If you prefer an in-app experience, our Insights tab is packed with personalised insights, tools and tips to help you reach your financial goals. 

Information Message

Video Banking calls may be recorded and service hours apply. Compatible device required.

If you've recently heard from us about frequent use of your overdraft or suggesting that you increase payments on your credit card, then please get in touch with one of our experts via video or phone.

Fast Track Your Goals

Unlock your potential and take the first steps towards your financial goals.

Our coaching plans and exercises could help you take action today, to manage everyday spending and keep you on track for those longer-term goals. We could also help prepare you financially for any of life’s unexpected curveballs.

We have coaching plans and exercises you can work through at your own pace, to keep you motivated with a updated progress tracker.

Explore 'Fast track your goals' in our Insights tab in the app.  

fast-track your goals in app

Just for you

Discover personalised insights created ‘just for you’ with insights that could help you spend less or save more, as well as ways to improve your credit score, and links to features specific to your needs.

Be sure to keep checking in, as we regularly add new insights to help you manage your money like a pro. 

Start today Open in new window

Our app is available to personal and business banking customers aged 11+ using compatible iOS and Android devices. You'll need a UK or international mobile number in specific countries.

How to get started

In app

Check out our Insights tab in our app.  It's packed with tips and tools that could help you take action today. Whether that may be helping you manage your everyday, or saving for the future.

Get the app Open in new window
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Video

Prefer to speak to someone? Our video banking service is easy to use, confidential and secure. Start an appointment now or book for another time.

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Phone

No access to video? Don’t worry, our experts are available over the phone too. Just call us to book a time that suits you.
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Branch

Our Senior Personal Bankers are available to meet in branch during opening hours. Just pick a branch and time that suits you, and we'll be waiting.

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Join the millions of people who've checked their Insights with NatWest

It's a free tool within our mobile app. Let's get started.

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Do you have our mobile app?
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See your insights in your app

  1. Log in to your NatWest Mobile Banking app  
  2. Check out the Insights tab at the bottom right of the screen
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Open your app

Boost your financial wellbeing in the NatWest app

Tap to download the app and follow the instructions.

Once you've downloaded the app, login and check out the Insights icon on the bottom right of the screen.

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Download the app

Book today for phone or in branch

Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.

To book your Financial Health Check over the phone or in branch, give us a call on:

UK: 03457 888 444
Overseas: +44 (0) 23 8022 6443
Relay UK: 18001 03457 888 444

Lines are open: 7 days a week 8am – 8pm (Automated service 24/7)

Common questions