Get A Free Financial Plan

We want to help This is Money readers get ahead in 2018. Plans are created by 5* rated financial advisers and are an easy way to help you achieve your goals (e.g. boosting your pension pot, buying a home or simply investing well). Please note, we expect very high demand but if you miss out on one of the free plans you may qualify for a free financial health check instead! 

500 plans available for This is Money Readers

Simply fill out this form to request your free financial plan:

Prefer to call us? Freephone 0203 641 0346

The adviser will call you to ensure they have all the info they need.

We'll search our database of 5,000+ IFAs to find the best rated one near you. 

What Happens Next

Request your financial plan using the short form above.

Rate your experience.

Select your current situation to see some of the questions you can ask the adviser:

How should I save for children's education?

Am I making the most of tax-free saving schemes (e.g. ISAs)?

Can we afford to move? How much could we borrow?

Young Families

Am I paying more than I need to on my mortgage?

Is my family covered if anything were to happen to me?

Is my family covered if anything were to happen to me?

Am I on track for a comfortable retirement?

Mid Life

How should I save for children's university fees or house deposit?

Am I paying too much on my mortgage?

What's the best way to save and invest - ISAs or pensions?

Approaching Retirement

What do you need to do to benefit from new pension changes?

How do you know if you are on track for a comfortable retirement?

How to make a plan that allows the best possible retirement while covering for emergencies?

How can you make sure all of your pensions are accessible?

What's best for you – annuities, lump sum or drawdown?

How can you make your money last?

What do you need to do to benefit from new pension changes?


How to ensure you’re making full use of your pension?

How do you work out an inheritance plan for any unrequired pension funds?

Should you supplement your income with alternative sources like equity release?

Your financial plan will be without charge. It gives you the opportunity to discuss general questions, and identify what steps, if any, you should take to move closer to your goals e.g. buying a home, comfortable retirement or simply investing well. The process consists of a phone call with a well-rated financial adviser, who will follow up with a one page basic financial plan, which will give you a cash flow forecast and an action list of any steps you can take to improve your situation. 

If the IFA identifies any areas that require more detailed attention, they will be able to provide you with a clear price and proposal. There will be no obligation to continue with that proposal.

How The Free Financial Plan Works

Verified professionals

About VouchedFor

Financial Advisers are checked against the Financial Conduct Authority Register, and must confirm they offer 'independent' investment and pension advice, and so are not tied to a particular product or provider.

Genuine Client Reviews

100% Satisfaction Guaranteed

VouchedFor is the leading reviews website for professionals in the UK with thousands of well reviewed professionals on board. Only genuine clients can review their adviser and we verify every review.

All of the professionals on VouchedFor are experts at what they do. However, if you’re not completely satisfied with your adviser after the first meeting we will help you find someone else. We want to take the pain out of finding a reliable adviser. Just let us know your requirements and we’ll do the leg work for you.

Terms & Conditions:

Once you have requested a free financial plan, we will pass your request to an IFA who has agreed to offer VouchedFor users a free initial discussion. It will be the responsibility of you and the IFA to ensure the check is conducted. This offer is subject to availability, specific IFAs may become unavailable depending on demand. If the IFA is unable to fulfil the check, where we are notified, and where you have given us permission, we will endeavour to find a suitable replacement as appropriate. While undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this service is subject to our terms and conditions.