Planning
Even if it seems a long way off, having a plan in place for your retirement will give you the best chance of achieving the lifestyle and financial security you want. See how we're equipped to help.
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Premier Banking Managers
Fine tune with a Financial Health Check
Protecting
Protecting you and your family now, and in the future is a key part of any financial plan. Book an appointment to start exploring your options and find the right cover to suit your needs.
Managing
Regularly reviewing your finances is a great way to maintain your financial health. It can keep you on track towards your financial goals, big or small, and help prepare you for any changes on the horizon.
How our Premier Banking Managers can help
Professional
Our comprehensive training and development programme is accredited by the Chartered Banker Institute
Proactive
You'll be kept informed of changes to existing products or new features that may benefit you or directly affect your plans
Personal
They’re real, not automated. They'll get to you know, your plans and available at a time that suits you
Connected
Need an expert opinion? They can connect you with a range of professionals to help with more complex plans you may have
Video Banking
Your Premier Banking Manager can offer you an appointment via Video. Instead of meeting face to face you can use your smartphone, tablet or computer to connect with them wherever you are. Our Video service is easy to use, confidential and secure.
We use Zoom to provide safe and secure video calls. If your device uses apps, you need to download the app so that your Premier Banking Manager can talk to you through Zoom. Video Banking calls may be recorded and service hours apply. Compatible device required.
What's your financial goal?
Thinking about retirement, want to reduce your debts or planning your next your holiday? See how we can help.
Choose your goal
Protect your family’s inheritance
Rising property prices could mean that more families are potentially liable for inheritance tax. Taking the time to review and organise your financial affairs in the right way could help your loved ones minimise this extra burden. A fee and terms may apply for this advice.
Save for the future and your retirement
The value of your investments, and the income from them can go down as well as up. You may also not get back the full amount that you invest. But, it’s never too late to consider your long-term investment options and take steps to ensure a more financially secure old age.
Help to take control of your spending
Whether it’s credit card borrowing, a personal loan or car finance, many people face significant interest bills every month. But there are a number of steps you can take to help ensure you’re not paying more than you need to. Eligibility, criteria and fees may apply.
Help to budget, save and more...
Our Financial Health Check service is free and available as often as you want. Book a call back today and see how Premier can help.
Help ensure there are funds to finance the future for you and your loved ones.
The value of investments can go down as well as up, your capital is at risk. Eligibility criteria, fees and charges apply.
Plan ahead to help cover education costs
The cost of higher education has soared in recent years because of increased tuition fees. But by putting a savings plan in place at an early age, parents can help their children cover the expense.
Safeguard your children’s financial future
Your children are likely to welcome your support in many aspects of their adult lives, from property to pensions. Why not book an appointment and see how your Premier Banking Manager can help you plan?
Manage your own investments
With the growing number of ways you can start investing – from ISAs to pensions – it's worth doing some homework before jumping in. There’s a wealth of information available to help you work out the right saving strategy.
Get into the savings habit
If you would like to discuss savings or investment options in more detail, book a health check with a Premier Banking Manager today.
Remortgaging, paying off a mortgage or investing in property – plan ahead for your home and the future of others.
Your home or property may be repossessed if you do not keep up repayments on your mortgage.
How to get started with investing in buy to let
For many, becoming a landlord has proven to be a solid investment option as the property market has boomed. But there are a number of potential pitfalls you need to be aware of when making a start in buy to let.
Find out if you could pay off your mortgage earlier
For many households, their biggest monthly expense is their mortgage repayment. Paying off your debt earlier than scheduled could leave you with extra cash every month – but could also save you a large amount of interest. Try our mortgage calculator.
Help your children get on to the property ladder
Young people are increasingly turning to their parents for financial assistance in buying their first home. Your Premier Banking Manager is on hand to help find a way that best suits your needs, book an appointment today.
Get help with your property plans
Property plans can be complex, but the banking bit shouldn't be. Our experienced mortgage team are here to help make the process easier.
Top tips to help you with your travel plans
From ordering foreign currency to information on using your cards abroad, we've got you covered. Check out our handy hints and tips for planning (and enjoying) your holiday. Read our travel guide.
Making the most of your money when you’re away
Credit or debit card? Order cash in advance or withdraw it when you get there? When it comes to spending your money abroad, it’s not always easy to know the best approach – but getting it right could save you a considerable sum of money.
Get the most out of your packaged account benefits
Are you taking advantage of any extra benefits your current account has to offer? Check before you book and you could get discounts on travel cover, competitive rates on foreign currency and great deals on package holidays. Start using your account benefits.
Need some help before you jet off?
For help with more adventurous travel plans or for making that dream holiday a reality. Book an appointment with Premier Banking Manager today.
We're ready when you are
Your Premier Banking Manager will be happy to talk to you at a time that best suits you. If you don’t have their number to hand, we're here to help.
Financial Health Check questions
Free Receipt Management tool for Premier customers
Losing a receipt can be a pain, especially for valuable items. As a Premier customer you can use our free Receipt Management tool to effortlessly store, track and capture your receipts using our Mobile Banking app.
Mobile App criteria applies. Receipt Management available on selected devices. This service is available to Premier and Business Banking customers only.