Family Financial Health Check
Free family finance check
If something happened tomorrow, how protected is your family?
Most people assume they're covered. This quick check looks at four areas of your family's finances and shows you where the gaps are.
Housekeeping, protection, retirement and legacy, each rated red, amber or green.
Free. 18 quick questions. About 3 minutes.
Here's how it works:
Housekeeping
Your income, spending, debts and emergency fund.
Protection
Life, critical illness and income cover for your family.
Retirement
Your pensions and how on track you are for the retirement you want.
Legacy
Your will, trusts and when your arrangements were last reviewed.
Know where you stand
18 quick questions to a clearer picture.
Most families never get round to checking their finances properly. This gives you a simple starting point, so you can see what's working and where the gaps are.
- Completely free
- Takes about 3 minutes
- Your red, amber, green results instantly
What happens next
Talk your result through
Once you've seen your results, you can chat to us on WhatsApp or contact us. Where pensions or mortgages need specialist advice, we'll refer you to a carefully selected FCA-authorised adviser.