Important: This is a demonstration scorecard for the use of professional financial planners. It is normally customised to your business.
Answer quick and easy questions to test your knowledge in these key areas:
Get your instant personalised report when you answer simple Yes/No and multiple choice questions
Spot the difference
Not all financial advisers are the same! For example, do you understand the difference between a financial adviser, financial planner or financial life planner?
Your vision of the future
How you personally see the future makes a big difference to the type of financial advice professional who you should work with...
Are you a good fit?
Not everyone needs or benefits from working with a financial planner. Get your personal report and assessment
We’re Williamson Jones
We are a multi award-winning firm of Chartered financial planners. Our purpose is to give you and your family the confidence and support to live the life you want with clear, considerate independent financial planning.
Our advice is delivered with expertise and care, and this free assessment has been designed to help you to decide if working with a financial planner is right for you.
Who is this assessment for?
- Those approaching retirement needing help getting organised emotionally and financially
- Those enjoying retirement who need reassurance they won't run out of money
- Those needing help to protect their family's financial future