Talk to a qualified adviser
You've taken a great first step by looking at your finances. A regulated financial adviser can help you make the most of what you have and plan with confidence.
We can't put you in touch with an adviser from here
This free planning tool isn't linked to an adviser firm, so it doesn't collect your contact details or pass anything on. Your answers haven't been sent to anyone. Here's how to find a qualified adviser yourself.
How to find an adviser
If an adviser firm sent you here
Contact them directly — their phone number and email will be on their website or in the message they sent you.
Find a regulated adviser near you
MoneyHelper, the free guidance service backed by government, has a guide to choosing a financial adviser and a directory of regulated advisers. Go to MoneyHelper(opens in a new tab)
Check they're authorised
Before you go ahead, check the adviser or firm on the Financial Conduct Authority's register. Search the FCA Register(opens in a new tab)