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It can be very helpful to understand our financial position, set up financial goals, and think about how we could manage our money better, even when we aren’t necessarily making a big decision and don’t have an adviser to hand.

It doesn’t take much for our loans, savings, insurance policies or investments to get very complicated and sometimes hard to keep track of. For that reason, it’s important that we regularly “MOT” our finances. This can include:

  • Making sure we are still on the best deal;
  • Checking we aren’t ‘over-insured’;
  • Keeping track of our credit score;
  • Checking we don’t have too much money in one place; and lots more!

In this session we will give you some tips for your own financial MOT. We will also help you to set up a regular MOT schedule so that key finances, such as your mortgage or insurance policies, aren’t left too long without a review.

We are not Independent Financial Advisors (IFAs) and nothing on this website should be construed as independent financial advice. If you feel you would benefit from speaking to an IFA about your personal circumstances, you can find more information here.