Financial Health Check
Financial Health Check
Financial Health Check
Financial planning can seem complicated, and it can be difficult to know where to start.
This financial health check will provide you with a holistic review of your personal circumstances. Using the tool will help you to create an awareness around your current financial position and to identify ways in which you can improve your financial wellbeing.
At the end of the process, you will receive a personalised report summarising your current position that will guide you towards some next steps, and some relevant educational content, that may help you to improve your situation.
What is a Financial Health Check?
It's a quick check to see where you are with your money and what to focus on next. It's a little bit like an MOT for finances, helping you to identify which areas are on track, and which could be a problem.
We start off with the foundations and establish your current situation, we'll then ask questions until we establish where you are with each area of your finances, and what action you need to take.
How is my score calculated?
Our team of experts have put together a robust calculation framework which will analyse your answers and provide personalised guidance based on the information you have told us. Where our algorithm is not clear on your best next steps, it will suggest you contact a human adviser for more complex support.
So how much does all this cost?
You’ve made it this far and therefore there will be no cost to you for using this tool! Where we suggest other companies - they may charge you, but we won't earn anything from them. In the event that your circumstances require full financial planning from a human adviser, there will be a cost to this service; but we'll let you know at the point we suggest this and you can decide if you want to go ahead with it.
