Overlay
Exercise class
Check-in with Ednites Credit Union

Get your finances into shape with a free Ednites Credit Union Check-in

On this page
What is a Ednites Credit Union Check-in?
3 ways to get started
Frequently Asked Questions
What is a good financial situation?
Get started
Improve your financial wellbeing

What is a Ednites Credit Union Check-in?

Our free Financial Health Check is a review of your personal finances. Discover helpful hints, tips and ideas to help keep you financially fit.

It’ll focus on your needs and goals, and could help you to make better decisions about your finances, now and in the future.

Choose from a quick review online or take the time and go more in-depth with one of our highly trained Senior Personal Bankers. 

How to get started

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.

3 ways to get started

Checlist

Answer our questions online

Ready to go? 10 questions and in under 4 mins you'll get a personalised report with ideas and suggestions that could help get your finances in better shape, today.
Laptop

Try video banking

Need a more in depth discussion? If you have something specific to discuss or just want peace of mind, our video banking service is easy to use, confidential and secure.
Mobile phone

Over the phone

No access to video? Don't worry, our experts are also available over the phone too. Just pick a day and time that suits and we'll call you.

Ready?

We need to ask a few quick questions before we begin. They'll only take a minute.

Get started
Are you a customer with us?
Previous
Next
How would you like to get started?
Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.
Previous
Next

Start your Financial Health Check

The questions should take around five minutes to complete. We'll use your answers to create a report with ideas on how you could get your money working harder.

We collect your name and email to personalise your report and to contact you if you want to hear about future updates. The information captured is used to help us improve the tool and will be deleted after 7 years. No bank records are updated.

Before you click next, please read our privacy policy.

 

Previous
Start questions
When would you like to talk to us?
Previous
Next

Before you chat to us

Please note:

  • We collect your name, email, postcode and mobile number to help identify you ahead of your appointment.
  • Information is deleted after your appointment ends. No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

Previous

Before you book your appointment

Please note:
  • We 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.  No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

Previous

Before you book

We collect your name, email, postcode and mobile number to help identify you ahead of your appointment. The information captured is deleted 24 hours after the appointment has taken place. No bank records are updated.

Before you click next, please read our privacy policy.

Previous
Next

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our important documents.

Previous
How would you like to get started?
Simply choose your preferred option. If you have heard from us about frequent use of your overdraft or suggesting increasing your credit card please choose Video or Telephone.
Previous
Next

Start your Financial Health Check

The questions should take around five minutes to complete. We'll use your answers to create a report with ideas on how you could get your money working harder.

We collect your name and email to personalise your report and to contact you if you want to hear about future updates. The information captured is used to help us improve the tool and will be deleted after 7 years. No bank records are updated.

Before you click next, please read our privacy policy.

Previous
Start questions
When would you like to talk to us?
Previous
Next

Before you chat to us

Please note:

  • We collect your name, email, postcode and mobile number to help identify you ahead of your appointment.
  • Information is deleted after your appointment ends. No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

Previous

Before you book your appointment

Please note:

  • We 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.  No bank records are updated as a result.
  • The audio recording of this chat will be stored in line with our regulatory requirements for training and monitoring purposes.

For more information please read our privacy notice.

Previous

Before you book

We collect your name, email, postcode and mobile number to help identify you ahead of your appointment. The information captured is deleted 24 hours after the appointment has taken place. No bank records are updated.

Before you click next, please read our privacy policy.

Previous
Next

Great! You're ready to book

By clicking that you’re ready to book, you are confirming that you have been provided with, and have acknowledged our important documents.

Previous

What is a good financial situation?

A good financial situation will mean something different to everyone, but being in the know about your finances is really important. Here are some hints and tips, which could help you understand your finances better or even save for a rainy day.

Keeping informed about your finances

Having a good understanding of what help is available to you is a great first step. We recommend reading up on things like managing your money, taking care of your credit rating and smart budgeting and saving. 

More on money management

Being prepared for a rainy day

Reviewing your direct debits or switching energy supplier are two ways you could potentially save money and give your monthly budget a boost or leave you a little extra to save for a rainy day. 

Try our money saving tips

Common questions about a Financial Health Check

Anything else we can help with?