Financial Freedom Healthcheck

Gain Insights into Your Current Financial Status

It's FREE and only takes 3 minutes.

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Identify Key Area(s) of Improvement.

Discover your score in each key area for financial freedom.

Personal PDF report with detailed feedback.

Receive a PDF report with detailed information about where you are right now and tips to consider.

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Privacy Policy

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Strategic Wealth Solutions Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP Approved 03/07/2024.