Tools & guidance

Financial health check

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Get an overview of your financial position and identify areas where you finances could be improved

Get a snapshot

Understanding your financial situation could help you plan more effectively

Start a conversation

Print out the result and you can use this as a reference point when speaking with our financial advisers

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Are you ready to start your financial health check?

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Need financial advice?

We can help give you expert advice for your individual circumstances.

See how we can help

Need to talk to us?

To discuss options or book an appointment:

0800 032 4710

Our opening hours are Monday to Friday 8am to 9pm and 9:30am to 7:00pm on Saturday. Calls may be monitored or recorded.

Start a live web chat

Discuss your options with one of our online representatives.

Everyone's circumstances are different and what applies to one person may not be right for someone else. The suggestions above are based on a general assumption of each planning event and they are not intended to provide advice or recommendation on your individual financial needs.

* Our opening hours are Monday to Friday 8am to 9pm and 9:30am to 7:00pm on Saturday. Textphone: 18001 0800 028 0126

To help us continually improve our service, and in the interests of security, we may monitor and/or record your communications with us.