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.