Your Health Check
Executive Summary
Congratulations! You have taken the first step towards a brighter financial future with MoneyRight’s online financial MOT. Our report is automatically generated by our system and tailored to your requirements based on the information you have provided.
*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.
Your current financial situation
- Your Age:
- Your Monthly Salary:
- Your Savings:
- Investments:
Your contact information
- Postcode:
Take the next step towards a brighter financial future
Thank you for completing our Financial MOT. We hope that you found the recommendations to be useful. We encourage you to take the next step towards a brighter financial future by clicking on the button below and arranging a consultation.
Suggestion: you should have at least 3 - 5 months in liquid cash savings
A Pillar of solid financial planning is to have emergency savings in cash that you can access immediately. Can you survive your expenditure if you were made redundant tomorrow?.
As a rule of thumb we suggest an emergency savings pot which will amount to around 3 – 5 months worth of your outgoings.
You may feel more comfortable having a higher level of cash available, say one years’ worth of costs but ultimately an emergency savings fund is essential. We would not normally recommend investing in higher risk products without you having emergency savings.
Suggestion: Consider Speaking With Our Mortgage Advisers
MoneyRight offers mortgages and if you would like to speak with us then arrange an appointment.
Suggestion: Consider a Complimentary Mortgage Insurance Review
Well done – you have a mortgage with insurance. If you would like a complimentary mortgage and insurance review please arrange an appointment.
Suggestion: Consider making some investments.
You have no investments. If this is an area that you would like to know more about and start investing please arrange a consultation.
Suggestion: Cash Savings
Pensions
Your Age | Pension Pot Remaining |
|---|---|
Important notice
This is hypothetical, and not a report containing recommendations. For more tailored financial advice please contact us for a detailed financial planning session!
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.
MoneyRight is a trading name of 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.
