Free Resources
Download Practical Tools, Guides, and Templates from Money Wise UK
At Money Wise UK, we believe high-quality financial guidance should be accessible, clear, and genuinely useful. That’s why we are creating a collection of free resources designed to support financial planners, businesses, and individuals looking to improve their financial decision-making.
Whether you're a financial planning firm strengthening your client experience or an individual wanting to better understand your finances, these resources are crafted to be easy to use, actionable, and grounded in real-world insights.
All downloads are completely free—if you find them helpful, we’d love you to share them, reference Money Wise UK®, or pass them on to someone who would benefit.
What You’ll Find
Over time we aim to add:
Financial Planning Guides
Clear, client-friendly guides covering topics such as pensions, investments, budgeting, retirement planning, and financial wellbeing.
Templates & Checklists
Practical tools to help structure your planning—goal-setting templates, annual review checklists, retirement readiness worksheets, and more.
Professional Resources for Advisers
Insightful white papers, Consumer Duty-aligned frameworks, CRP® elements, investment insights, and marketing materials tailored for financial planning firms.
Retirement & Investment Education
Easy-to-understand materials to help clients (or yourself) build confidence around key financial concepts, long-term investing, risk, and wellbeing.
Why We Offer Free Resources
Money Wise UK is committed to improving financial literacy and supporting the adviser community. By sharing high-quality tools and insights, we hope to:
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Empower more people to make informed financial decisions
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Support financial planners in delivering exceptional, client-centred service
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Promote evidence-driven, ethical, and wellbeing-focused financial practices
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Encourage collaboration and knowledge-sharing within the industry
How to Use These Resources
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Download and save any of the tools or guides.
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Share them with colleagues, clients, or anyone who may benefit.
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Adapt them to your needs if you’re a financial planning firm (with attribution).
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Explore the additional paid templates, CRP® frameworks, and professional resources available through Money Wise UK.
Stay Updated
We aim to regularly release new guides, checklists, white papers, and investment insights. You can read our investment notes via this link.
If you’d like to stay updated, consider joining our newsletter or following the Money Wise UK Podcast, where we discuss investments, retirement planning, and behavioural finance.
Disclaimer
Tools and research documents are provided for educational and illustrative purposes. They do not constitute regulated financial advice or personal recommendations.
All rights reserved. Money Wise UK® and CRP® are registered trademarks. No part of this website, including calculators, tools, templates, text, or podcast audio, may be reproduced, distributed, or transmitted without prior written permission.
Advisers & Financial Planning Firms
Research, retirement frameworks, Consumer Duty support, and strategic consultancy.
Important: The research, frameworks, templates, and consultancy resources provided by Money Wise UK are designed to support professional discussion, proposition development, and business decision-making. They do not replace a firm’s own regulatory responsibilities, compliance oversight, or professional judgement. Firms remain responsible for ensuring any decisions, recommendations, or client outcomes are appropriate to their own business model, regulatory permissions, and client circumstances.
Was this worth a coffee? Not a flat white. Just a regular, sensible £2 coffee. If this helped, feel free to buy me one. If it didn't, keep your money — that's only fair.
For Individuals and Families
Financial education, money coaching, and practical life planning.
Important: The information, guides, and educational resources provided by Money Wise UK are for general educational purposes only and do not constitute personal financial advice, investment advice, or a recommendation to take any specific action. Financial decisions should always take into account your personal circumstances, objectives, and attitude to risk. If you are unsure, consider speaking to a regulated financial adviser.