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Get your finances into shape

Financial Health Check

What is a Financial 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 can complete an online review in under 5 minutes. If you’d rather speak to someone, you can book a video appointment or arrange to speak to someone over the phone or in a branch. These appointments usually last around one hour.

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 telephone.

How to get started

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.

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.

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.

Let's get you booked in

First, let us know if you would prefer a video appointment or to speak to one of our experts over the phone or in a branch.

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How would you like to chat to us?
Choose your preferred option below for your free Financial Health Check:
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Perfect. When works for you?

Hit the book button to check the diary and see what times are available.

Before you do that, it's important to note that the video appointment will contain personal data, including your image. It will be recorded (and kept for 6 years) for training and monitoring purposes. Find out more about our video banking service on this page.

Before you click next, please take some time to review, print and/or save our Privacy Policy (PDF, 169 KB).

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Book a video appointment

Perfect. Book today.

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

UK: 0800 046 6486
International number is simply +44 800 046 6486 
Relay UK: 18001 0800 046 6486

Available Mon to Fri 8:30am - 8pm (except bank holidays)

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Frequently asked questions

Manage your money with our mobile app

Manage your day to day banking and stay in control with the Ulster Bank app. Take control of your money by seeing where you're spending it, create budgets and add accounts with other banks.

Get started with the app Open in new window

App available to customers aged 11+ with compatible iOS and Android devices and a UK or international mobile number in specific countries.