top of page

Tools

Our team have created these financial planning tools to help you better understand your financial position. If you need any assistance at all, we’re here to help. 

Whatever your circumstances, our friendly and knowledgeable team is at your disposal. Take a step closer to securing a brighter financial future. Reach out to us today.

Cost of Living Calculator

Take this test to find out how much your cost of living are today, or what they be if you have a change of circumstances. 

Cost of living calculate - plan your budget

Retirement Calculator

Do you know how much you need to fund your future retirement? Use this tool to calculate whether you are on track. 

Retirement calculator

UK Statutory Residence Test

Have you left, or are planning to return to the UK? Or are you an expat who visits the UK regularly? Find out if you are classed as a tax resident. 

UK Statutory Residence Test - Are You Tax Resident in the UK?

UK Domicile Test

Living outside of the UK but have ties there? Born a British citizen but live abroad. This test will help you understand your domicile status.

UK Domicile Test - Global Investments

Risk Profiling Tool

Take our interactive test to find out your investor risk profile and use the results to help you make comfortable and suitable investment decisions.

Lump Sum Investments.png
bottom of page