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International Financial Health Check

Making the most of your money

What's a Financial Health Check?

It's a 15-20 minute conversation with one of our Premier Banking Managers where we review the services you have with us and run through your financial goals to make sure that you're making the most from your banking with us.

A free Financial Health Check could help you start planning for the future, review your accounts or learn about new ways to bank with us.

What is Video Banking?

This is a face-to-face banking service that allows you to talk to us wherever you are, using a smart phone, tablet or computer.

It's easy to use, secure and confidential and you can book an appointment Monday to Friday, GMT.

You must have a device that has a camera or a webcam connected to it, along with a connection to the internet. Video banking calls may be recorded.

Things to consider about Video and Telephone Financial Health Checks

Video Call Financial Health Check

Telephone Call Financial Health Check

Managing your money via the mobile app

Our free mobile banking app allows you to bank wherever you are at whatever time of day.

App available to Online Banking customers aged 11+ with compatible iOS and Android devices and a Channel Islands, Isle of Man, UK or international mobile number in specific countries.

Common questions about Financial Health Checks

Ready to book?

Before you book, we've outlined the eligibility requirements for our Financial Health Check service below, along with our terms and conditions.

You can book a Financial Health Check if you are:

  • be aged 16+ 
  • reside in one of our listed countries (below)
  • are interested in depositing £25,000 or more.

Residential requirements

Our International Banking service can help customers who are resident in the following countries:

Austria, Bahrain, Belgium, Bermuda, Canada, China (Expats only), Denmark, Finland, France, Hong Kong, Kuwait, Norway, Oman, Qatar, South Africa, Sweden, Switzerland, United Arab Emirates, United Kingdom or the United States of America      

Please note that not all of our products and services are available in all jurisdictions and some are available on a limited basis only due to local regulatory and legal requirements. Contact us to find out more.

How your information might be used

It's important for you to understand how we use and share your information. Please read this short summary before you continue with your application.

Book your Financial Health Check

At the next step we'll ask you a few questions to direct you to your preferred appointment type (video or telephone) and a time to suit you.

Are you an existing customer?
Do you have an assigned Premier Banking Manager?

Great, it looks like you're ready to book

The link below will take you to our booking portal for you to confirm the type of Financial Health Check appointment you'd like to book and a time to suit you.

Great, it looks like you're ready to book

The link below will take you to our booking portal for you to confirm the type of Financial Health Check appointment you'd like to book and a time to suit you.

I'm resident in one of the following countries...
Austria, Bahrain, Belgium, Bermuda, Canada, China (Expats only), Denmark, Finland, France, Hong Kong, Kuwait, Norway, Oman, Qatar, South Africa, Sweden, Switzerland, United Arab Emirates, United Kingdom or the United States of America
Will you be depositing £25,000 or more?

Great, it looks like you're ready to book

The link below will take you to our booking portal for you to confirm the type of Financial Health Check appointment you'd like to book and a time to suit you.

Are you intending to mandate your salary of at least £40,000 to us?

Great, it looks like you're ready to book

The link below will take you to our booking portal for you to confirm the type of Financial Health Check appointment you'd like to book and a time to suit you.

We're sorry...

Unfortunately due to legal and regulatory requirements, we are only able to offer products to customers resident in our listed countries.

Should your circumstances change, please contact us.

We're sorry...

Unfortunately due to legal and regulatory requirements, we are only able to offer products to customers resident in our listed countries.

Should your circumstances change, please contact us.

Something else we can help with?