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Planning your next step

Making a big decision is difficult enough without having to worry about how it'll affect your finances. Our guides could help you put together a plan, and get the most out of your finances.

Could you benefit from financial advice?

Interested in a personal review of your finances?

We offer a free service for new and existing customers, aimed at helping you get the best value for money with us. With a Personal Financial Review, 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 we might even save you some money.

Find out how to book a financial review

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Financial Planning Tools

Whether you're creating a budget of finding out how much you can afford for a new house, our tools and calculators could help you plan your next step.