Get Your Free Financial Health Check

Your finances might seem fine on the surface, but are they really working together?

Too often, people manage their money in separate boxes – savings here, a pension there, insurance they’ve forgotten about. But financial decisions shouldn’t be made in silos. True financial health comes from understanding how everything fits together.

That’s how we work. And that’s exactly what this free Financial Health Check is designed to uncover.

In just 15 minutes, you’ll answer a few key questions about your income, savings, pensions, insurance, and future goals. One of our UK-qualified advisers will review your answers and prepare a personalised, jargon-free report showing:

• What’s working well

• Where things could be better aligned

• Opportunities to grow or protect your wealth

• Any gaps or risks that need attention

This check is especially useful if you’re:

• Unsure how all your finances connect

• Earning well but not sure where it’s all going

• Planning for things like education costs, retirement, or property

• Just looking for more confidence in your financial future

How it Works

Once you’ve requested your Free Financial Health Check we’ll email you a unique link so you can get started. The link will work for one week.

Once you’ve submitted your Financial Health Check online, one of our advisers will assess your current financial setup and send you a clear, personalised report that shows:

• How to optimise what you already have

• Where small changes could make a big difference

• What steps you could take now, later, or with expert help

There’s no pressure to sign up for anything. Just a straightforward, holistic view of where you are and how to move forward with more clarity.