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:

1. Download the app

It's like finding the treasure map to your financial future!

  • Our app is fast, simple to use and secure.
  • You can log on securely with your fingerprint or Face ID.
  • Stay up to date with handy app notifications.

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

Lloyds and Lloyds Bank are trading names of 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.

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