Our Financial Health Check tool is a quick and easy way to assess your financial wellbeing and get helpful tips on how you could improve your financial fitness.

How Healthy are your Finances?

Welcome to the distinctive 5 minute FinsBridge Financial Health Check®- answer a few quick questions to get personalised smart ideas to shape up your money.

We exlplore the priority areas below – from home ownership to protecting against uncertainties to planning for the future, to give you some personalised tips that can kickstart your journey to financial prosperity for a lifetime.

  • About You
  • Personal Budgeting
  • Protection against Emergencies
  • Investing for future goals and a
    secure retirement
  • Estate Planning and Inheritance Tax
  • Mortgages and Equity Release
  • Business Planning – if applicable

Get started!

This tool should only be used to generate ideas related to your finances, it does not offer a full review of your financial situation and should not be seen as financial advice. The next step is to get tailored advice, please for a no obligation complementary introductory meeting.