Get A Free Financial Plan For 2020
Each 2 page free plan (worth £500) is reviewed by one of the UK's highest rated financial advisers and moves you closer to your goals (e.g. boosting your pension pot, buying a home or simply investing well). The plans are particularly useful to those who want to see if they could benefit from ongoing financial advice.
500 Free Financial Plans available to readers of MoneytotheMasses.com
Please complete this short form to request your free plan:
Local to you
at least 10 clients
We’ve released 500 FREE Financial Plans for readers of MoneytotheMasses.com:
Regulated by the Financial Conduct Authority
All financial plans are reviewed by Financial Advisers who we have checked are:
Free Financial Plans are available to everyone with over £20,000 in savings or pension. But don't worry, if you've got less than £20,000 you can get an automated report full of savings tips. Request your 'Under £20,000' report here.
Give you peace of mind that your finances are on the right track
Give expert guidance on the tax and regulatory changes that affect you
Your plan will give you guidance on how best to invest your money to achieve your long-term goals, which could include comfortable retirement, buying a home or helping your children. Rest assured that your plan will:
What will your FREE Financial Plan include?
Offer an easy summary of your current financial
situation and how realistic your goals are!
Be reviewed by one of the UK's best financial advisers in plain English (no jargon!). They'll call you to ensure your plan is bespoke.
List bespoke savings and investment ideas designed to leave you better off!
The adviser creating your plan will be in touch to request any more information they need.
We have over 5,500 advisers nationwide, we'll find a 5* rated one near you to review your plan.
Within 21 days of your conversation, you will receive your free financial plan.
What Happens Next?
To see how well-endorsed the rated and reviewed advisers on our site are, just browse our directory.
What's in it for us? Our 2 page plans are reviewed by financial advisers and offer key pointers designed to help your money work harder. It’s totally up to you if you follow the suggested steps, but if you do you may want to ask (and pay) the financial adviser to do certain things for you. Because we have vetted these advisers and verified their reputation with numerous clients, we’re confident you’ll be happy to work with them should you decide to take advantage of the paid-for suggestions in the plan, but there is no obligation whatsoever.
VouchedFor is working with partners like MoneytotheMasses.com to help everyone in the UK 'Get Financially Fit'. The aim is to help people get the best out of their hard earned cash. Like most financial experts, we strongly believe that having a financial plan in place is a vital first step in this journey.
Why are we offering this for free?
Financial Advisers are checked against the Financial Conduct Authority Register, and must confirm their 'independent' status regarding investment and pension advice.
Genuine Client Reviews
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.
100% Satisfaction Guaranteed
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. Only 500 free financial plans are available in conjunction with MoneytotheMasses.com. Use of this service is subject to our terms and conditions.