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.
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.
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.
✉ Appointments in branch
For a face to face consultation in a branch at a time that suits you best.
☎ Appointments by phone
When coming to a branch isn't feasible, and to fit around your busy schedule.
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
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.
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.
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
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.