Spending Review

Understanding where your money goes

…is probably the most important part of your journey toward greater understanding, control and money efficiency.

However, knowing what you spend today is only the start. With this clarity, our spreadsheet allows you to compare up to three additional scenarios.

Want to know if your retirement plan is on track? You need to know what you’re aiming for.

Want to know if you need more life insurance? Consider what costs your partner will have if you’re not around.

Feel free to download our Excel template below.

The video on the left explains how we intend it to be used.

Download Template

Advice you can actually trust

VouchedFor is the UK’s leading independent review site for financial planners and advisers, mortgage brokers, and solicitors. Nick is one of VouchedFor’s select few Top Rated advisers, with dozens of verified reviews ranking his service as among the best in the country.

It’s personal

With a small, owner-run financial planning firm, you’re assured of continuity. We can’t promise Nick and Julia will be around forever, of course, but we’re going nowhere anytime soon. We’re a strong, well-established team, and we’re each there for you to answer any questions you may have or support you however we can.

We tell it straight

If you’re seeking someone to stroke your ego or be little more than a sounding board, you’re in the wrong place. From us, you’ll get no-nonsense advice with one goal in mind: doing what’s ultimately best for you and your loved ones. By taking the long view and ignoring fads and trends, we’ll get you closer to your goals.

We’ve got the experience

No financial professional has all the answers, but experience helps. Nick has been a professional adviser for more than 25 years, both independently and for big-name brands. That means he’s seen most scenarios you’re ever likely to encounter and can help you navigate your way through them with ease.

We keep it simple

There’s too much unnecessary jargon in financial services, and we’re here to offer an alternative. All our services are always explained in simple and relatable terms. And if you have any questions at any stage of the process, you can feel reassured that the people answering them are friendly, approachable, and down-to-earth.

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You’re assured a warm welcome from us, wherever you are in your financial journey. Follow the link below to send us a message or arrange a callback.

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