Self-managed financial planning

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Financial planning tools

Calculators. info-grams and explanations. Test scenarios, including lifestyle areas.

Find information easily

Menus, glossaries, tabs and buttons make it easy to find what you are looking for.

Calculators

Over 30 calculators to test scenarios quickly and easily. Change a variable and get an immediate answer.

Info-grams

Info-grams make the topic easy to understand. They can be downloaded as PDFs.

Voice only

Use your Alexa device to do financial planning with just your voice.

Articles

An extensive library of articles on topics affecting financial planning.

Help

Send us a financial planning query and we will respond within 1 working day.

Advice

If you need advice we will send the contact details of advisers in your area to choose from.

Benefits

Financial planning

Tools to help create, transfer and protect wealth plus lifestyle calculators such as evaluating a job offer, travel etc.

24/7 Help

Email your financial planning query and we will respond within 1 working day. If you need advice then we will send you a list of advisers in your area from which to choose.

Voice only

In an industry first, use your Alexa device to get financial planning information and test scenarios using voice.

Library

Our unmatched library of financial planning articles, info-grams and calculators keeps you at the cutting edge of industry developments.

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