Financial goals review
Ready to tackle your financial goals? You’ll need our banking app to book a Financial Goals Review. Here’s your game plan to get prepped:
2. Book Your Review
Think of it as scheduling a date with your financial destiny.
- Once you've downloaded our app, go back to the link in your email and it will take you to the right page.
- You can book an appointment at a time and date that suits you.
3. Apply with us
Our colleague will guide you through step by step with the support you need.
Important legal information
Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.
Mobile Banking: Mobile Banking is available to Internet Banking customers. We don’t charge you for Internet Banking but your mobile phone provider may charge for some services. Please check with them. Phone signal and functionality may affect services. Terms and conditions apply.
Mobile Banking app: Our app is available to Internet Banking customers with a UK personal account and valid registered phone number. It’s only available to iPhone and Android users. Minimum operating systems apply, so check the App Store or Google Play for details. Our app does not work on jailbroken or rooted devices. You must register your device.
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