Welcome to our

Financial Wellness Calculator

All fields are required for the best results.

General Questions

What is your date of birth?


Savings & Investments



Your Results

Protection None

Savings None

Mortgages None

Pension None

Overall None

Download your Financial Wellness Review

Benefits of a full financial wellness consulation


Take control of your financial wellness

line graph

Identify any gaps

sample results

Get a bespoke action plan


What to expect in your free consultation

  • Virtual consultation with one of our Financial Planners
  • Full review of your Financial Circumstances
  • Gap analysis to show where you can make improvements
  • Bespoke Action Plan showing you how to achieve full financial wellness
  • Financial Wellness Report sent following meeting
Book your free financial wellness consultation

Satisfied clients

Financial Affairs made everything much clearer for me. Knowing I can turn to them for advice means I can make decisions about my retirement with much more confidence.

Jeff Harrison

The Financial Wellness Calculator is really simple to use and gave me a great summary of where my finances are at. I’d recommend it to everyone so you can find out what you need to change.

Louise Read

I’ve worked with Financial Affairs for many years, I’m so glad I found an advisor I can trust. They helped me source my last mortgage and are now helping me with my insurance and pension planning.

Carl Stewart

Financial magic! I needed advice to sort out my household finances – my wife and I had numerous accounts between us and we weren’t managing our money sensibly. It was a task I’d put off for years because I was so daunted by it. Wish I’d got in touch with Financial Affairs sooner as I received advice that was clear, precise and very helpful. Would recommend to anyone.

Luke Parkinson

We’re here to help

We’re here to help and answer any questions you may have. Get in touch today to discuss how we can help make you risk resilient and provide financial wellbeing.

covid-19 pdf cover

The Guide to Risk Resilience During COVID-19

We’ve put together a handy guide to help give you some clarity during this uncertain time. Click the link below to access the guide as a free download and get in touch today to speak to one of our friendly advisors.

Would you like to call us or book a free meeting?