Where do you actually stand?
A short, plain-English check-up across the six pillars of personal finance. Takes about three minutes — at the end you'll get a clear breakdown of your strengths, your gaps, and what to look at next.
First, how old are you?
This helps benchmark your answers against what's typical for your stage of life.
What's your employment situation?
Different setups have different financial planning considerations.
Do you have any dependents?
People who rely on your income (partner, children, others).
Do you have a mortgage?
Including any buy-to-let or second properties.
If your income stopped tomorrow, how long could your savings cover essential outgoings?
A rough estimate — emergency fund readiness.
Roughly what percentage of your gross income goes into a pension each month?
Combined employee + employer contributions.
Which protection policies do you currently have?
Tick all that apply (including those provided through your employer).
Are you using your annual ISA allowance?
UK adults can save up to £20,000 per tax year tax-free.
Do you have a will in place?
A legally valid will, ideally up to date with your current circumstances.
Last one — how confident do you feel about your overall financial picture?
Your gut feeling, on a scale of 1 (very unsure) to 5 (very confident).
Where shall I send your results?
I'll show your results on the next screen and email a copy with extra context.
No spam. You'll only hear from me about your results and occasional educational content. Unsubscribe any time.
Your overall picture
Personalised summary below.
Want to talk it through?
This is exactly the kind of picture I'll be helping people build out properly once I'm authorised. If anything in your results stood out, the next step is usually a short, no-pressure conversation.
Join the Waitlist for LaunchWhen I'm authorised, waitlist members will be first to schedule introductory calls.