Your
Money Plan
Understand where you are, where you want to be, and the next steps to get there.
- Set your goals
- Track your progress
- View next steps
- Mark documents ready
- Prepare to ask TFP for help
Plans today. A brighter tomorrow.
Explore your options, compare the numbers and keep your next steps together in a Money Plan. Start with a calculator or choose the goal that matters to you.
Buy, move, remortgage or release equity
›My businessFunding, assets and commercial property
›My borrowingLoans, credit cards and debt solutions
›My familyProtection, insurance and peace of mind
›My futurePensions, investments and later life
›My moneyTax, savings, accounts and budgeting
›Bad creditMissed payments, defaults, CCJs and credit-history help
›I’m not sure where to startTake a quick whole-finance check-up
›Understand where you are, where you want to be, and the next steps to get there.
Learn at your own paceClear, jargon-free guidance whenever you need it.
Use our powerful toolsGet a clearer picture with easy-to-use calculators.
Get next steps from your inputsPractical next steps based on the information you enter.
Track your progressSee how you’re moving towards your goals.
Prepare for human supportSee how TFP support will work while the contact service prepares to open.
Your journey.
Your pace.
Money sorted.
The self-serve platform is available now. When contact support opens, the process remains straightforward. Your request comes to The Finance Place first, is reviewed by us and only moves elsewhere with your knowledge.
01Explore without a sales callUse information, tools and preparation journeys before deciding whether you want human help.
02See practical next stepsThe goal is not another comparison table. It is helping you understand what to do next.
03Keep the whole picture togetherMortgage, protection, business, tax and related needs can live together in one Money Plan.