Financial Toolkit

Why not schedule a meeting and an adviser provide you with the perfect solution

Our Financial Toolkit

Financial tools, calculators and a financial health check to help you build a brighter financial future and improve your financial wellbeing

Financial Health Check

You can use this tool to work out where you stand with your finances, find out which areas to focus on and ways to improve your situation.

Pensions Calculator

This calculator gives an estimate of the income you’ll get when you retire. Allowing you to gain a better understanding for your retirement.

Workplace Pension Calculator

This calculator will show you how much will be paid into your pension by you and your employer.

Budget Planner

Budget Planner helps you track your income and outgoings. The Budget Planner takes about 5 minutes, with the detailed version taking 10 min.

Mortgage Calculator

This tool helps to guide how much you’d pay each month, while highlighting that the exact amount will depend on mortgage type and lender.

Loan Calculator

Loan calculator helps to visualize the monthly cost of one or several loans and will output a date from which you will become debt free.

Redundancy Advice Tool

A personalised summary of your legal rights and straightforward advice on how to manage your money when dealing with redundancy.

Credit Card Calculator

This tool helps estimate how much a credit card will cost you or how quickly you can pay off your existing cards.

Debt Level Calculator

This tool helps understand your level of debt and provides useful tips on how to keep your finances on track.

Mortgage Affordability

This tools helps users to estimate the monthly mortgage repayments and how much they will be likely to borrow.

Payday Loan Tool

This tool provides cheaper and lower risk alternatives to a Payday loan and gives some advice on how to tackle money problems.

Baby Money Timeline

This baby money timeline is personalised to your due date and lists all of the money-related events to do with your pregnancy and new baby.

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