How fit are my finances?

Request a free financial health check today

We have developed a straightforward tool to measure your financial well-being and offer some tips on how to improve it.

Your Financial Fitness Score

How secure and flexible are my finances – now and in the future?

As well as providing an overall score, your health check will flag anything that's obviously missing from your financial plan. This could include ideas and suggestions around:
  • Life cover
  • Income protection
  • Estate planning
  • Tax mitigation
  • Retirement planning

Take a look at your future

Your health check will include a financial forecast

This will show your projected net worth in future years, based on the information you have given us and some simple assumptions (including either good or bad investment returns).

Cashflow modelling is a key part of our financial planning service. This health check tool is not intended to be a replacement for personal financial advice, but we believe that it demonstrates the potential of a planning-led approach.

What next?

If you have a question about your financial health check, our qualified advisers are just a phone call away

We'd be delighted to discuss any aspect of your financial health check with you. To speak to a qualified financial adviser please call us on 020 7488 7171 or email us.