Personal review
What is a personal review?
A personal review is a free service that takes place in branch with a Banking Consultant.
During the review, our Banking Consultant will take a closer look at your finances to understand what we can do to help you with your money. They’ll also discuss solutions and extra support if needed.
Features and benefits of personal reviews
- Free 1 hour review with a Banking Consultant.
- Our Banking Consultants work closely with mortgage, wealth and Business Banking specialists. After your initial consultation, they may refer you if we feel you could benefit from some specialist support.
- 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; you can decide in your own time.
Important legal information
Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales No. 2065. Lloyds Bank plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 119278.
Calls and online sessions may be monitored and recorded. Not all Telephone Banking services are available 24 hours a day, seven days a week.