Free Financial Resources
I have a growing number of really useful free financial downloads, which will help you with organising your finances as well as having a better understanding of investment options available.
If you have purchased The Money Plan™ book, then you are also able to download the resources mentioned in this book.
- Debt Organising Spreadsheet
- HMRC PPP Relief template Letter
- Key Questions of your Will Application
- Key Questions of your LPA Application
- Mortgage Calculator to work out how soon you can pay off your mortgage
- Application Forms for State Pension
- Compelling Vision Worksheet used to determin your financial goals
- Brain Training Exercise for self meditation
- Debt Reduction Calculator to work out your snowball payments
- Lifetime ISA (LISA) vs Help to Buy ISA
- Guidance on Buy-To-Let Tax Changes
- Pensions vs ISAs vs GIAs
To access the free downloads please complete the form below, and you will be sent a link to the downloads page.