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Financial Advisers

Calculators

We've provided a selection of useful calculators below. Please note that whilst the calculators are accurate, they perform generic calculations that do not take into account your individual circumstances. They should be used as a guide only and not relied upon.

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Tax treatment varies according to individual circumstances and is subject to change.

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Financial Conduct Authority do not regulate on estate planning.

Please also note we do not store or see any of the information you input to these calculators.


Income

Take Home Pay (£)

Pension (£)

Interest/Investment income (£)

Benefits (£)

Child maintenance (£)

Other (£)

Total Income (Monthly) (£)

Expenditure - Household

Food Shopping (£)

Mortgage/Rent (£)

Council tax (£)

Electricity/Gas/Water (£)

Phone/Mobile/Internet (£)

Other (£)

Total on Household (Monthly) (£)

Expenditure - Savings and Debts

Loan/Credit card repayments (£)

Pension (£)

Savings/Investments (£)

Life/Other insurance (£)

Other (£)

Total on Savings & Debts (Monthly) (£)

Expenditure - Leisure

Going out (£)

Alcohol/Cigarettes (£)

TV licence/Satellite etc (£)

Holidays (£)

Other (£)

Total on Leisure (Monthly) (£)

Expenditure - Children

Childcare (£)

Child maintenance (£)

Other(£)

Total on Children (Monthly) (£)

Expenditure - Travel

Bus/Rail Costs (£)

Car (fuel, insurance etc) (£)

Other (£)

Total on Travel (Monthly) (£)

Monthly Breakdown

This is a simple calculator to assist you in assessing your income and expenditure which only uses the information you input.