Financial Health Check
Financial planning can seem complicated and many people don't know where to start.
A financial health check is a holistic review of your personal circumstances, to help you better understand how you are managing your money and where changes need to be made.
Use this calculator to quickly identify the priorities for improving your financial wellbeing and get a personalised report on your position and next steps.
What is a Financial Health Check?
It's a quick check to see where you are with your money and what to focus on next. It's a little bit like an MOT for finances, helping you to identify which areas are on track, and which could be a problem.
We start off with the foundations and establish your current situation, we'll then ask questions until we establish where you are with each area of your finances, and what action you need to take.
How is my score calculated?
Our team of experts have put together a robust calculation framework which will analyse your answers and provide personalised guidance based on the information you have told us. Where our algorithm is not clear on your best next steps, it will suggest you contact a human adviser for more complex support.
So how much does all this cost?
The financial health-check is completely free and no money will be made from it. Where we suggest other companies - they may charge you, but we won't earn anything from them. In the event that your circumstances require full financial planning from a human adviser, there will be a cost to this service; but we'll let you know at the point we suggest this and you can decide if you want to go ahead with it.
Acacia Wealth Ltd is authorised and regulated by the Financial Conduct Authority under reference 504742.