Money Wise UK resources have now been downloaded more than 46,000 times, with nearly 3,000 downloads each month on average

Resources for Financial Planning Firms

Free research, practical tools and ideas to support your business

Running a financial planning firm means balancing client relationships, investment decisions, regulatory responsibilities and the day-to-day demands of the business.

These resources draw on the research and work we do at Money Wise UK. They cover retirement planning, investments, Consumer Duty, compliance, marketing and business development.

Our aim is to share knowledge, encourage discussion and help firms challenge and develop their approach. Whether you are reviewing your proposition, preparing for an investment committee or exploring a business issue, we hope you find something useful.

Why we share our work

We believe sharing ideas helps us learn and grow together. These downloads are free to access, and we welcome you sharing this page with colleagues or other firms who may benefit.

Supporting your professional judgement

These materials provide general information, research and examples. They do not constitute regulated financial advice, personal recommendations or confirmation that a particular approach meets your firm’s regulatory obligations.

They should support your own analysis and professional judgement. Each firm remains responsible for checking that any material it uses is current, accurate and appropriate to its regulatory permissions, business model and clients’ circumstances.

Looking for resources for yourself or your family?

Visit our Free Money Guides & Resources page for accessible information on budgeting, saving, investing and retirement.

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.