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:

• Empower more people to make informed financial decisions

• Support financial planners in delivering exceptional, client-centred service

• Promote evidence-driven, ethical, and wellbeing-focused financial practices

• Encourage collaboration and knowledge-sharing within the industry

How to Use These Resources

• Download and save any of the tools or guides.

• Share them with colleagues, clients, or anyone who may benefit.

• Adapt them to your needs if you’re a financial planning firm (with attribution).

• 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.

Please note for the calculators:

Disclaimer
The information, figures and outputs generated by the calculators are for illustrative and general information purposes only. They do not constitute personal financial advice, tax advice, investment advice or a recommendation to take any particular course of action.

Results are based on the information you enter and a number of assumptions which may not reflect your actual circumstances. Future investment returns, inflation, tax rules and allowances may change, and Money Wise UK® cannot guarantee the accuracy or completeness of any projections.

The tools are designed to help you think about your finances, but it cannot take account of your full financial position, objectives, risk profile, or personal needs. Before making any financial decisions, you should speak with a qualified and regulated financial adviser.

Money Wise UK® is not a regulated financial advice firm. Any regulated advice will need to be provided by an appropriately authorised financial planning firm.

Money Wise UK® accepts no liability for any decisions made based on the use of these calculators.

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.

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.