Free financial healthchecks

Take your first step on the road to advice with a free check-up from a qualified adviser. Whatever your current priorities, we have one to suit you.

If you’re buying a home or thinking about remortgaging, then book a free mortgage review to see if you can achieve better value.

At any stage of life – not just approaching retirement – you can find out about boosting the value of your pension with a free pension check.

Whether you already have investments or would like to explore more possibilities for your savings, a free investment healthcheck is a great way to take the next step.

And if you’re not sure about your financial priorities but just want to make the most of your money, a free financial healthcheck could be for you.

When you’ve decided on the kind of check-up you want, simply enter your postcode to find your nearest participating advisers.

After your free consultation there’s absolutely no obligation to proceed any further – but if you do decide to take any follow-up advice, you’ll also receive a £50 discount* on your adviser’s fee.

Every adviser on our site is regulated by the Financial Conduct Authority, is fully qualified and independent of product providers.


*£50 discount offer excludes mortgage review