Request Your Free Financial Health Check

Ensure your finances are on track in 2019 with a free Financial Health Check. Simply fill out the short form below and have a 30-60 minute call or meeting with a local, well-rated financial adviser

With a local, well rated Financial Adviser

With more than 5,500 financial advisers and over 100,000 verified reviews, VouchedFor is home to the UK's top-rated advisers. Simply fill out this form and a well-rated adviser will be in touch to complete your FREE Financial Health Check.

We take data security very seriously and never pass your information to anyone other than the financial adviser conducting your check

Prefer to call us? Freephone 0203 641 0346

Discuss your questions with your financial adviser (meeting or phone).

We'll search our database of financial advisers to find the best rated one near you. 

Rate your experience of your adviser.

What Happens Next

Your financial health check will be without charge. It gives you the opportunity to discuss general questions, and identify what steps, if any, you should take. It ordinarily takes around 30 minutes. To get the most from your financial health check, please have ready a summary of your current financial situation (savings, debt, income, outgoings) and future plans.


If the financial adviser 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 Financial Health Check Works

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

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


How should I save for my children's education?


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?

Mid Life

Am I on track for a comfortable retirement?


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


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


Am I paying too much on my mortgage?


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


Approaching Retirement

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


How do I know if I am on track for a comfortable retirement?


How can I make sure all of my pensions are accessible?


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


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


Retired

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


How can I ensure I am making full use of my pension?


How can I work out an inheritance plan for any unrequired pension funds?


Should I supplement my income with alternative options like equity release?


How can I make my money last?


About VouchedFor

Verified professionals

We run more checks than any other adviser directory. Financial Advisers are checked against the Financial Conduct Authority Register, and must confirm their 'independent' status.  

Genuine Client Reviews

VouchedFor is the leading reviews website for financial and legal advisers 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.

100% Satisfaction Guaranteed

Terms & Conditions:

Once you have requested a financial health check, we will pass your request to a financial adviser who has agreed to offer VouchedFor users a free initial discussion. It will be the responsibility of you and the financial adviser to ensure the check is conducted. This offer is subject to availability, specific financial advisers may become unavailable depending on demand. If the financial adviser 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 VouchedFor.co.uk 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.