Do you want to take control of your finances - but not sure where to
start? Do you need a bit of help sorting out your financial priorities?
This financial healthcheck will give you some tips for a healthier financial
lifestyle - now and in the future.
- It will only take a few minutes. There's no need to dig out bank statements or old insurance policies.
- Just answer a few simple questions and we'll make some suggestions based on what you tell us.
- Everything you tell us is confidential - we won't see your information or pass it on to anyone else.
The healthcheck is provided by the UK’s Consumer Financial Education Body (CFEB), established by the Financial Services Authority. CFEB is completely impartial and does not
endorse or recommend any individual financial firm, product or service
or any information or advice provided by anybody else.
The healthcheck aims to give you some information to help you identify
your financial needs and make your financial decisions. It only provides
a general guide and you shouldn't take any decisions based solely on
your feedback.
Your feedback is based on the information you give today about your
current financial circumstances. The healthcheck will work through your
financial needs in an order of priority that is likely to be sensible
for most people - but it is not a substitute for you thinking about
how this relates to your own circumstances and priorities. And, remember,
it is a good idea to review your finances from time to time, especially
when your circumstances change.
The healthcheck does not provide financial or other professional advice.
If you want advice specifically tailored to your personal circumstances
you should consult an adviser.
If you are using the healthcheck with an adviser, CFEB does not endorse
any conclusions they may draw from it or recommendations they make to
you. If you can, it's a good idea to get a printed copy of your healthcheck feedback
from your adviser.
If you are using the healthcheck to advise someone else, CFEB cannot
endorse any conclusions you may draw from it or recommendations you
make to them nor should any such endorsement be implied. It is recommended
that you give the person you are advising a printed copy of their healthcheck
feedback.
© The Consumer Financial Education Body Limited
