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.
Download in Google Play
Download in the Apple App Store

How to set up our app

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.
Download in Google Play
Download in the Apple App Store

How to set up our app

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

Halifax is a division of Bank of Scotland plc. Registered in Scotland No. SC327000. Registered Office: The Mound, Edinburgh EH1 1YZ. Bank of Scotland plc is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under registration number 169628.

Please note: To use our Mobile Banking app you need to have a valid phone number registered to your account and be set up to manage your accounts using Online Banking. Our app is available to iPhone and Android users only and minimum operating systems apply, so check the App Store or Google Play for details. Device registration required. The app doesn’t work on jailbroken or rooted devices. Terms and conditions apply.

Android/Google Play is a trademark of Google LLC. Apple, the Apple logo, Touch ID and Face ID are trademarks of Apple Inc, registered in the U.S. and other countries. App Store is a service mark of Apple Inc.