Money Potential CheckFor UK adults planning their next step
Find out what your money could realistically be doing
Answer seven questions about your situation, the time you want to spend and how you feel about risk. We'll show you which categories of financial approach fit those preferences — and which don't.
Free. No obligation. Your results are shown on screen.
Takes about 90 seconds
Seven straightforward questions about your situation and preferences. No documents needed.
Based on your own answers
Your results are produced by a fixed set of rules applied to what you tell us — not by a salesperson.
Clear about risk
Every option is shown with its risk characteristics and limitations. Nothing here is risk-free.
What this is, and what it isn't
What it is
- An informational categorisation of financial approaches.
- A way to rule out approaches that don't suit your risk preference or available time.
- An optional route to speak with a consultant if you want more detail.
What it isn't
- Not regulated personalised financial advice.
- Not a projection, forecast or promise of income or returns.
- Not a risk-free option — investments can fall in value.