Financial Health Check | Ulster Bank


Financial Health Check

Making the most of your money

Book an appointment
Here to help you manage your money

We have a wide range of tools and products to help you organise your finances, as well as a helpful team of Senior Personal Bankers. Whether you want to set up a savings goal, work out a debt consolidation plan, or make the most of the mobile app, we're here to help.

Get more direction from a Financial Health Check

There are certain areas where we know it's helpful to get additional support. Our Senior Personal Bankers are on hand to provide it.

Protect what's important to you

Being able to protect your loved ones after you've gone is important to all of us. Our team of Senior Personal Bankers could help you find the right cover to suit your needs. 

Take back control of your money

Consolidating your borrowing could help make money worries more manageable. Book an appointment with a Senior Personal Banker today to discuss your options.

Planning for a successful future

You have big plans, but aren't sure how to set them in motion. Our senior personal bankers are on hand to support you with your long term savings and investment goals. 

using the mobile app
Everyday banking, simplified

Start off on the right foot this year, and make managing your money super simple with our mobile banking app. Register for Anytime Internet Banking and download the app to manage your money wherever, whenever.

App available to Anytime Internet Banking customers with a UK or international mobile number in specific countries.

Download the app I already have the app
We're ready when (and where) you are

By booking your appointment below, you provide your consent for Ulster Bank to collect your name, email, postcode and mobile number to help identify you ahead of your appointment.  The information captured is deleted up to 90 days after the appointment has taken place. No bank records are updated as a result.

For more information, our full privacy policy is available below.

Privacy Notice (PDF, 169KB)

Appointments in branch

For a face to face consultation in a branch at a time that suits you best.

Book a branch appointment

Call us


If you'd like to book your Financial Health Check over the phone, give us a call on:

0800 158 8786

Minicom: 08000 154422. 
Lines open Mon-Sun 8am-10pm
Calls may be recorded.

Appointments by phone

When coming to a branch isn't feasible, and to fit around your busy schedule.

Book a phone appointment

Appointments by video

We now use video call technology to allow for a face to face consultation.

Book a video appointment
How Video Banking works
  • All you need is a device that has a camera or webcam and connection to the internet ( e.g. via Wi-Fi or 5G/4G/3G data).
  • Video Banking appointments are provided through Zoom. Zoom uses your device's internet connect (5G/4G/3G or Wi-Fi, as available). If you have exceeded your data limited or are not connected to a free Wi-Fi network, your provider may charge you.
  • Learn more about Video Banking.


Add your signposting title here… Important information about video banking

Ulster Bank collect your name, email, postcode and mobile number to help identify you ahead of your appointment. The information is deleted up to 90 days after your appointment, and no bank records are updated as a result.

The video appointment will contain personal data, including your image, and will be recorded for training and monitoring purposes. Personal data, including your image, will be kept for 6 years. 

By consenting to this notice you agree that this recording will be stored with Zoom Video Communications, Inc. on behalf of Ulster Bank. 

Book a video appointment
Common questions about Financial Health Check

Icon expand How will a Financial Health Check benefit me?

Whether you are looking to action a specific need or simply want the peace of mind that your finances are in good shape the financial health check will do the job.

  • The free financial health check service is a review with one of our highly trained senior personal bankers, over the phone or face to face.
  • The discussion will be focused around your needs and goals (we can also address any concerns you may have)
  • We will consider all areas of your finances aimed at helping you make informed decisions about what you feel is right for you
  • We will try and save or make you money where possible to ensure the things most important to you are adequately protected
  • If it turns out you either need or want more specialist help, we can refer you to other specialist team members as required

Icon expand Do I have to be a Ulster customer to get a Financial Health Check?

Not at all. If you would like to chat to one of our senior personal bankers, and find out how we could help you make the most of your money, please get in touch today. You can book an appointment in branch or over the phone.


Icon expand How long does the Health Check last?

Planning for tomorrow starts today. All it takes is a relaxed 20 minutes chat with one of our highly qualified personal bankers.


Icon expand Do I need to bring anything with me to the Health Check?

To help us get the most from it, we would really appreciate if you could bring the following to your appointment:

  • Your smartphone and/or tablet devices. We will show you how to make the most of your banking with these, so make sure you know your log in details for your app store
  • Details of any banking you have elsewhere such as current accounts and savings
  • Your most recent mortgage statement or any loan or credit card statements you have
  • Details of the protection you have in place for you, your family and your home

Icon expand I'm not going to make it, how do I cancel my appointment?

If you won't be able to attend your appointment you can let us know by chatting to us online. 

Chat to us online

Have a question? Visit Support Centre.
Support Centre
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