Personal review
How to get the best from your bank
A personal review is an informal visit to your local branch to talk about your finances and the way you use your bank. You’ll meet with a Lloyds TSB Personal Account Manager who will have reviewed your financial situation before you arrive. Their aim is to make sure you’re getting the best value for money out of banking with us.
To book an appointment for a personal review at your local branch call 0845 3000 000*.
Features & Benefits
- Free 45-minute review with a Personal Account Manager.
- Find out about our new products and services that could make your life easier.
- Ensure you have our financial expertise working for you in exactly the way you want it to – earning more from your savings or avoiding paying unnecessary charges for example.
- No pressure to make any decisions on-the-spot – we’ll give you a summary of our recommendations so you can decide in your own time.
What to bring with you:The more details about your finances that you bring to your personal review, the more we can help you. We suggest you try to bring some or all of the following with you:
- mortgage statements,
- credit card statements – including the rates you’re currently paying,
- details of existing loan or finance agreements,
- savings balances – including interest rates,
- home insurance details.
How do I apply?
To book an appointment for a personal review at your local branch call 0845 3000 000*.
