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Financial Health Check

Your priorities are our priorities

Understand your goals and plans

Whatever goals and plans you have for your business, we're here to help. Our business Financial Health Check has been designed to help you gain a better sense of your financial goals, plans and needs.

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What is a Health Check?

A free and confidential service provided by our experienced Relationship Managers, the Health Check will help to uncover key areas of focus for you and your business now and in the future. 

Our aim is to provide you with the support and guidance you need to take your business forward.

What to expect from a Health Check

Priorities

Uncover and prioritise your business aspirations

Challenges

Identify any areas of focus or concern you need support with

Risks

Help you manage risks and protect your business

Options

Explore a range of options to best suit your needs

Planning

Find the best way we can help and support you and your business in the future

How could a financial health check help your business?

Find out what's covered in our free financial health checks in this interview with an experienced relationship manager.

Contact us quickly

Our digital assistant, Cora, is the quickest way to get in touch with us.

Click ‘Chat to Cora’ for help with a wide range of business banking queries.

 

Other ways to get in touch

To arrange your free and confidential Financial Health Check, you could also contact your Relationship Manager or Business Manager who'll be happy to speak to you at a time that suits.

If you don’t have their number to hand, our customer support team can help book an appointment for you.

Telephone: 0345 7114477

Explore resources for businesses affected by rising costs

If your business has been impacted by rising costs, visit our new hub. It's packed with useful information on ways you could save money now, and measures you could take to achieve long-term goals too.

Anything else we can help you with?

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