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Find your financial path in 8 questions
No right answers. No judgment. Helps us match you with the right adviser.
Emergency Fund
If your income stopped tomorrow, how long could you cover essential expenses
Less than 1 month
1-3 months
3-6 months
6+ months
Life Insurance
Do you have life insurance?
No
Not sure
Yes, covers full needs
Pension Review
When did you last review your pension?
Never
3+ years ago
In last 3 years
Life Changes
Major life change in last 12 months?
Yes
No change
Positive financial change
Legal Protection
Do you have a Will or LPA in place?
Neither
One
Both and up to date
Investment Confidence
How confident are you about saving/investing?
Not confident
Somewhat
Very confident
Employer Benefits
Know your employer's sick-pay policy?
No
Somewhat
Yes
Retirement Planning
Feel on track for retirement?
No
Unsure
Yes
