Financial Health Check

FCA Regulated

All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified.

Safe & Secure

Your data is safe with us! Similar to your bank, we use above industry security protocols and secure platforms to ensure that your data is safe.

On Your Side

Your experience is paramount to us - we offer 100% unbiased, bespoke and compliant advice with a transparent and upfront fee structure.

What’s a Financial Health Check?

Whether you have a specific investment goal, want to take stock of your overall financial situation, review all your assets, set up or consolidate your pensions, take out a mortgage or have other finance related issues you need to review.

A financial health check is an essential and helpful tool in allowing you to take control and make your finances work for you. Fintuity Virtual Adviser is a highly advanced online tool that delivers instant, bespoke and accurate financial suggestions to you.

Private and Secure

We never disclose your personal data to third parties and use the highest security protocols to ensure that your data is kept safe and secure

Quick & Easy to Use

Take our quick and easy to use questionnaire to get a comprehensive report that will give you a better understanding of your financial landscape

Highly Accurate

Using our unique AI and the latest machine learning our tool gives you an accurate report and offers guidance on how to improve your financial situation

Making sure your finances are on track

Income vs Expenses

Ensuring you aren’t spending more than you earn is a good starting point and allows you to plan and make important changes to shore up your financial situation.

Check my income vs expenses

Pension

Using our pensions tool will help give you a clearer understanding of the options available to you, whether you are just starting to save or close to retirement.

Check my pension

Protection

Our protection tool will provide you with options on how best to protect you and your loved ones should the worst happen.

Check my protection

Debt management

Our tool will provide a clearer picture of your liabilities allowing you to make changes and improve your financial future.

Check my debt management

Take a checkup on your financial health

Our complimentary financial health check is designed to give you a complete financial checkup. It will diagnose the areas of your finances that need attention and provide you with options to improve your financial future.

The health check reviews 5 key areas: How much emergency cash you need, investments, liabilities, protection and pensions. The tool doesn’t take long to complete and you can save your progress as you go.

Get started

How it works

Fill out our online survey

Take a short AI driven Questionnaire. This allows our tool to analyse the data and generate a report.

Get your full report online or in PDF

Receive a detailed report outlining your financial health. This will highlight areas you may wish to prioritise and improve.

Try to implement our recommendations

Suggestions to improve your situation will be offered. You can implement our suggested options to improve your financial health independently or feel free to contact our advisery team for help.

What our clients say

I read recently about the struggle facing many pensioners and thought it a good idea to review my situation. After seeing the report from Fintuity I could see that I needed to start planning for my retirement more and if I pay in a little more each month to my pension scheme, I can actually enjoy my retirement.

Anabelle

Manchester

A self-employed friend of mine was unable to work because of an injury to his knee. He was not worried as his income protection insurance paid out and covered his living expenses whilst he fully recovered. I therefore thought it prudent to look into this myself. After seeing the possible options, I was able to find the right policy to suit my needs.

Michael

Liverpool

I was concerned that in the event I lost my job; how could I support my family? After using the online tool, I could see I needed to put away a little more each month into a separate account and I could reach my goal of minimum emergency cash in 6 months.

Paula

Canterbury

It was really helpful understanding what my income vs outgoings were; I could see what needed to be done to improve my ability to save more money.

Laura

Cardiff

Once I completed the questionnaire (health check) I was able to see clearly that I needed to pay off more of my liabilities as I had a higher debt to asset ratio than I would have liked. I can now plan to reduce my debt burden which will over time give me more financial flexibility.

John

London