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Financial Health Check

Looking to take control of your financial situation but you are not sure where to start? Try our free, online financial Health Check today!*

We will ask a few simple questions to better understand your current financial position, and our system will generate a completely tailored report based on what your current position is, and outlines come considerations to help you achieve your goals. 





Your Current SituationPlease tell us more about your short term, and long term financial goals.

Your Monthly Income After Tax *

What age are you? *


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How much cash total do you hold in bank accounts? *

How much is your pension worth? *

How much do you spend each month? (Average) *

Do you have a mortgage?

What will your retirement age be?

How much do you contribute to your pension per Month? *


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How much do you currently have invested? *

How much will you spend each month during retirement? *


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Finally, tell us more about yourselfDon’t worry, your data is secure and we will never send you spam.
First Name *

Last Name *

Email Address *

Phone Number *


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Your Postcode *





*Please note that this service provides a high-level overview of your financial position and should not be a substitute for a meeting with a qualified financial advisor. Click on the link to arrange a full, free consultation with our team of expert financial advisors in Glasgow.

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Moneyright: Your trusted financial partner

If you are looking for a financial advisor in Scotland but don’t know where to start, consider MoneyRight. We have attained numerous financial planning qualifications and have over 10 years of experience working in banking/finance.

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The information and guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. This website is for information purposes and does not constitute financial advice, which should be based on your individual circumstances.

Money right is a trading name Money Right Financial Planning Limited which is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Money Right Financial Planning Limited is registered in Scotland, company number SC792159. Money Right Financial Planning Limited’s registered address is Money Right Financial Planning Limited, 48 West George Street, Clyde Offices, 2nd Floor, Glasgow G2 1BP. Contact Number 01413905119 and you can email us at info@moneyright.co.uk.

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