Library

All the tools you need to feel more money savvy. All completely free for you to use or download.

Monthly spending plan

The first step to financial clarity? Tracking your outgoings. With this essential document, you’re in control of your money, not the other way round.

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Financial health snapshot

What you own and what you owe. Use this spreadsheet to see the difference between the two and understand your money health.

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Savings goal tracker

Setting goals is the easy part. It’s keeping on course to achieve them that’s the challenge. This will help.

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Money memories timeline

What are your early money memories? Start to explore how those experiences will have influenced your relationship with money by using this timeline.

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Updates

Everything you need to know about finance. Nothing you don’t. Always jargon-free. Check back regularly for the latest posts.

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We are not regulated by the Financial Conduct Authority and will never recommend or provide opinion on the suitability of financial products such as pensions, investments, insurance contracts, or debt arrangements. We can help you understand your relationship with money and plan for your future financial peace of mind, but we are not a financial intermediary. If you need specific advice, you should seek the services of a regulated financial adviser or a regulated debt counsellor.

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