‘What’s covered will be different each time, as the health check is a conversation driven by you. We’re here to listen and to help you identify goals, priorities, future ambitions and to build a plan of action, if you’d like one.
‘It’s an in-depth conversation, and takes 40 to 90 minutes, depending on how much detail you want to go into.
‘We like to keep things up to the minute. So right now, for example, re-orientating after Covid will be a common topic we discuss. More generally, a typical review might cover things like a business overview, priorities and goals, any funding needs, savings and investment, risk and security, every-day banking needs and climate ambitions – all dependent on where you want to focus.
‘We might mention services and products where relevant, but it’s important to stress that this isn’t a sales conversation. It’s driven entirely by what you need and want to discuss. It’s about helping and understanding businesses and building a relationship, not pushing products.’
“A financial health check can help you take a step back from the day to day and think about the wider picture” – Louise Seymour