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Helping local residents make the most of their money

Financial Health Check

For residents in the Isle of Man

How could a financial check-in help you?

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. It gives you helpful hints, tips and ideas to help you manage your finances, both now and in the future. 

You can have a Financial Health Check in as little as 20 minutes although we’re more than happy to spend more time with you if you wish.

What we can help with

You can talk to us about:

  • Planning for the future
  • Making credit card bills and overdrafts more manageable
  • Protecting your family
  • Tools and tips to help you save
  • Keeping a closer eye on your money
  • Getting onto or moving up the property ladder

Common questions

Answers to common questions we get asked about Financial Health Checks.

Ready to book an appointment?

If you’d like to arrange a Financial Health Check, please:

  • contact your Relationship Manager, if you have one or;
  • come into one of our branches and talk to us

You may be able to have your appointment right away, if one of our Personal Bankers is free. If not, we'll make an appointment for a time that suits you.

You can have the Financial Health Check in branch or by phone, the choice is yours.

Information Message

Calls may be recorded.

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