Are your finances on track?

Find out with our free online health check

We've designed this tool to help you measure your financial fitness, and to see what your finances might look like in the future.

The summary at the end includes an overall Financial Fitness Score and an assessment of how secure and flexible your financial position appears to be.

You can save your progress at any point.

A great simple little tool to give a bit more insight into your financial situation.
Jason Butler, FT columnist and financial well-being expert

Got a question?

We'd be delighted to discuss your financial health check in person

Why not sit down with one of our qualified financial planners for an hour? We’re more than happy to cover the cost of our first meeting and there is no obligation to sign up to any of our services.