Financial Resources

In this area I have a growing number of really useful free 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.

Downloads include:

  • 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.

  • This field is for validation purposes and should be left unchanged.