Review the health of your finances

Review the health of your finances

Video

Who is fintuity in 2 minutes

Manage and optimise your investment portfolio with the help of our expert advisers

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

We can help you with

Portfolio

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.

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.

Debt management

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

Protection

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

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.

How it works

1

Book your first online meeting

Click 'Book your free consultation' to choose a convenient time for your initial meeting.

2

Meet your advisor

During your first session, your financial advisor will review your current situation and goals.

3

Get tailored advice

Receive a personalized financial plan designed to help you achieve your objectives.

What does financial advice look like in reality?

Simply put, financial advice is the support and advisory service that you receive from a regulated Independent Financial Adviser (IFA) and includes recommendations based on your personal and financial circumstances. Whilst financial advisory can be confusing, at first your IFA will help to explain possible options open to you as well as the details of suitable financial products.

What does financial advice look like in reality?

Simply put, financial advice is the support and advisory service that you receive from a regulated Independent Financial Adviser (IFA) and includes recommendations based on your personal and financial circumstances. Whilst financial advisory can be confusing, at first your IFA will help to explain possible options open to you as well as the details of suitable financial products.

What does financial advice look like in reality?

Simply put, financial advice is the support and advisory service that you receive from a regulated Independent Financial Adviser (IFA) and includes recommendations based on your personal and financial circumstances. Whilst financial advisory can be confusing, at first your IFA will help to explain possible options open to you as well as the details of suitable financial products.

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.

What is the difference between traditional financial advice and Fintuity’s virtual guidance service?

Is my personal information secure?

How much does this cost?

If I decide to act on the choices I make can I cancel?

Refunds after cancellation

If I have any questions about the choices or investments, who can I speak to?

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.

What is the difference between traditional financial advice and Fintuity’s virtual guidance service?

Is my personal information secure?

How much does this cost?

If I decide to act on the choices I make can I cancel?

Refunds after cancellation

If I have any questions about the choices or investments, who can I speak to?

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch. For more information and help please check out our Blog and Knowledge Base.

What is the difference between traditional financial advice and Fintuity’s virtual guidance service?

Is my personal information secure?

How much does this cost?

If I decide to act on the choices I make can I cancel?

Refunds after cancellation

If I have any questions about the choices or investments, who can I speak to?

Book a free consultation

Your first consultation is completely free of

charge - all you need to do is to select a

convenient time & date and outline how we can

assist you.

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

128 City Road, London, EC1V 2NX

+44 1274 003920

support@fintuity.com

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

128 City Road, London, EC1V 2NX

+44 1274 003920

support@fintuity.com

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

128 City Road, London, EC1V 2NX

+44 1274 003920

support@fintuity.com