Financial MT

It can be very helpful to understand our financial position, set up financial goals, and think about how we could manage our money better, even when we aren't necessarily making a big decision and don’t have an adviser to hand.

It doesn't take much for our loans, savings, insurance policies or investments to get very complicated and sometimes hard to keep track of. Even if we feel financially comfortable now, that doesn’t mean there aren’t things we can tweak to improve our position further. It is therefore important that we regularly "MOT" our finances.

This 5 minute Financial MOT helps you sort through your current financial position and identify key areas that you can focus on to really boost your financial health. Boosting financial health can have huge benefits for physical, mental and social well-being.