Financial health checker

Is your money running low at the end of the month and you don’t know why? Give our tool a try and see if it can help you keep track of those pennies.

About you

How old are you?

Marital status

Employment status?

What is your income?

Do you own your home?

Do you have children?

Is it mortgaged?

Are they dependent on you?

Do you have accident, sickness and unemployment insurance?

Your finances

Have you visited a financial planner recently?

How much money have you saved?

Are you concerned about any outstanding cards/loans?

Do you have a monthly savings plan?

Do you have life cover?

Would your loved ones be covered for when you are no longer around?

Do you have any stocks or shares savings?

Are you concerned about these stocks or shares?

 

Are you concerned about their performance?

Are you paying into a pension?

Are you concerned about your pension's performance?

Do you have home insurance?

Please answer all questions

Hmmm...

We think you would benefit from talking to a financial adviser.

We don't want to scare you but your finances could benefit from a full review. We highly recommend talking to a financial adviser to shore up you and your family's future.

Hmmm...

Your results have highlighted some areas that could benefit from financial assistance.

While your situation doesn’t require urgent attention, we would recommend talking to a financial adviser to see how syou can get into the green.

Congratulations!

Your results show that you are financially aware.

While you seem to know how to look after your money it's always worth talking to a financial adviser ensuring you’re fully capitalising on your investments and saving.

Savings
Estate Planning
Pension
Investments
Lifestyle Protection
Other Protection

Speak to an adviser

Book an appointment by calling 0344 481 1226 or fill in the form below

The Nottingham has created this tool to provide a snapshot of your financial situation at the current time, based on the information you have provided and a set of financial assumptions.

Please note that this tool doesn’t provide you with financial advice or personal recommendations. We highly recommend you seek financial advice before taking any action. Use the form above or call us on 0344 481 1226.