Do I really need financial advice? | Schroders Personal Wealth

Would you describe yourself as being ‘financially confident’?

Please select one

Not at all. I feel uncomfortable talking about money and don’t have any sort of financial plan in place.
So-so. I’m good at managing my day-to-day finances, but I haven’t given much thought to my long-term financial goals.
Yes, I trust that the decisions I’ve made about money aims to ensure that my finances will support my goals and ambitions throughout life.

Which age group are you in?

We don’t mean to pry, but your age plays a big role in determining what financial action you could take. That’s why we’re asking.

What are your financial goals?

Drag and drop the following topics in order of priority. Don’t overthink this. The answers off the top of your head should be enough for us to provide you with some information that might be helpful to you.

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I want to ensure I’m investing tax-efficiently
I want to invest, and look to increase my assets
I want to protect my family
I want to start thinking about my financial future
I want help to buy a home

I don't know what my priorities are at the moment, take me to the results

What are your financial goals?

Drag and drop the following topics in order of priority. Don’t overthink this. The answers off the top of your head should be enough for us to provide you with some information that might be helpful to you.

1
2
3
4
5

I want to ensure I’m investing tax-efficiently
I want to invest, and increase my assets
I want to protect my family
I want to prepare for my family's future
I want to build up my pension

I don't know what my priorities are at the moment, take me to the results

What are your financial goals?

Drag and drop the following topics in order of priority. Don’t overthink this. The answers off the top of your head should be enough for us to provide you with some information that might be helpful to you.

1
2
3
4
5

I want to make sure my investments are appropriate for my situation
I want to ensure I’m investing tax-efficiently
I want to protect my family
I want a tax-efficient way for my family to inherit
I want to make my pension work more efficiently

I don't know what my priorities are at the moment, take me to the results

What are your financial goals?

Drag and drop the following topics in order of priority. Don’t overthink this. The answers off the top of your head should be enough for us to provide you with some information that might be helpful to you.

1
2
3
4

I want to ensure my pension gives me enough income
I want the most tax-efficient way to access my pension
I want a tax-efficient way for my family to inherit
I want to help my family financially

I don't know what my priorities are at the moment, take me to the results

What are your financial goals?

Drag and drop the following topics in order of priority. Don’t overthink this. The answers off the top of your head should be enough for us to provide you with some information that might be helpful to you.

1
2
3
4

I want a tax-efficient way for my family to inherit
I want the most tax-efficient way to access my pension
I want to help my family financially
I need to make long-term care plans

I don't know what my priorities are at the moment, take me to the results