Personal review

Personal review features

  • Free 45-minute review with a Personal Banking Advisor
  • Find out if you could save money or earn more interest by reorganising your money
  • Find out about new products and services that could suit you
  • No pressure: we’ll give you a printed summary of our suggestions so you can decide in your own time

Call 0845 3000 000 to book a personal review at your local branch

Overview

A personal review is a free service aimed at helping you get the best value for money with us. You’ll meet a Personal Account Manager at your local branch, who will review your Lloyds Bank accounts in advance and talk to you about how you might be able to get a better deal. The review takes about 45 minutes, is completely free, and you don’t need to sign up for anything on the spot.

How to apply

Call 0845 3000 000 to book a personal review at your local branch.

What should I bring with me?

Your Personal Account Manager will review any accounts you have with Lloyds Bank before you meet, but the more detail you can bring with you of your other finances the more we can help you. Helpful documents include:

  • 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