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.

1
2
3
4
5

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