Where is your money taking you?

This tailored finance report will show you in 2 minutes or less.

Discover your financial clarity score to see how prepared you are when it comes to personal finances and long-term security measures.

Our proprietary assessment will show you where your strengths and weaknesses lie so you can safeguard your own and your family's financial future.

This tool is completely free
You'll receive a tailored insight report
It takes less than 2 minutes to complete
You can even talk to us about your results

How it works

We have built a proprietary process for
quickly assessing your financial clarity.

The Financial Clarity Scorecard is geared around the four core areas that
together, combine to determine the overall strength of your ability to build,
protect and ultimately enjoy your wealth.

Income
Generation

How you earn your income & your attitudes towards the management of money.

Investments
& Assets

The ways in which you actively allocate funds throughout your personal finances.

Tax Planning
& Minimisation

Your current circumstances from a strategic tax planning & optimisation perspective.

Security &
Retirement Planning

The bigger picture surrounding your long-term financial plan & its impact on retirement.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.

360º financial review

Unlock clarity today

Taking the Financial Clarity Scorecard isn't just about getting a score. Instead, it's about providing you a tangible assessment to help you best prepare for your financial journey ahead.

Life is filled with uncertainty and risk, but we believe that money should be one of the areas that with the right insights and perspective you can minimise the unknowns of.

Insights you can trust

St. James’s Place know your money better than anyone

With £220 billion funds under management SJP understand how to establish, protect and grow wealth.

SJP are proud to be rated ‘great’ per independent customer review site platform Trustpilot –
an accolade they don’t take lightly.

Longevity Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

Terms and conditions | Privacy Policy

SJP Approved: 04/02/2026