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What’s on your mind?

The costly part is usually the question you didn’t ask.
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2 · What it touches

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Illustrative sample
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Worth asking too

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Something just changed?

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1

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2

Add only what matters

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3

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4

An introduction, if you want

When the network opens, you’ll be able to choose whether to meet a checked adviser or solicitor.

Your report

Here’s what you get. Free.

Your report works with your own numbers.
Try a small part of it now.

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Illustrative estimate · tax year {{calcRules.taxYear}} · rules checked {{calcRules.checked}} · not tax or financial advice

Type an amount, or use the slider ({{calc.minText}} to {{calc.maxText}}).

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Who is this for?

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How it’s worked out

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Leaves out: {{calc.leavesOut}}

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Your full report also checks

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That was one number.
Your report is the whole picture.

All eight parts of your money, from your own figures, with what to ask and who to ask.

Where she stands

Workplace pensions ■ Document£310,000
Savings and ISAs ● Said£42,000
Home ● Said£380,000

What’s at stake

◆ Computed

£77,500

Could come out tax-free: a quarter of her pensions. Take the rest in one go, and much of it could land in a higher tax band.

25% of £310,000 in workplace pensions, taken from her statements. UK rules as at 14 October 2026.

What to ask, and who

Ask an adviser: how much should I take each year, and from which pot?

Ask a solicitor: does my will still match what I have?

From an illustrative report for Sue, 63, a fictional example. Figures worked out from stated assumptions.

Read a full sample report, side by side →

Our expert community

Advisers and solicitors we’ve checked and hand-picked.
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Example adviser

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Helps with

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Professional insurance checked

How they charge: explained clearly on each profile.

How we choose experts You decide who to contact.

Illustrative profile details only. Every expert will be checked before joining. Firms can’t pay to be shown first. Profiles will appear only with each expert’s permission.

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