Book a free call

In partnership with Partner Name

Headline placeholder

Subcopy placeholder

Partner visual

How secure is your
self-employed
future?

Take our free Self-Employed Financial Checkup and, in under 5 minutes, see whether your pension, protection and mortgage are really on track.

  • Understand where you're exposed
  • See if your retirement and family are properly protected
  • Spot quick wins to save tax
Take the free check

Most self-employed people face
these hidden risks...

Gaps in protection

Most self-employed people only discover they’re unprotected when something goes wrong. Whether it’s illness, time off work, or family support, small gaps can create big financial stress.

Unclear retirement path

Without an employer setting anything up, pensions easily fall to the bottom of the list. Old pots get ignored, charges add up, and most people have no idea if they’re on track.

Mortgage uncertainty

Getting a mortgage as self-employed isn’t straightforward. Lenders want proof, accounts, and stability — and many people don’t realise what’s possible.

How the Financial Checkup works

1

Answer a few simple questions

The assessment takes under 5 minutes and doesn’t require any documents or deep financial knowledge.

2

Get your personalised report

You’ll instantly see how secure your pension, protection, and mortgage are — and where you might be exposed.

3

Understand your next steps

You’ll get clear recommendations tailored to your situation, so you know exactly what to focus on next.

Take the free check

Takes under 5 minutes · No documents needed · Completely free

See your money the way a
financial adviser does

Score diagram showing snapshot, risk score, and next steps

Most people discover at least one easy win they can act on straight away.

Most self-employed people are doing something for the future, but it’s hard to know if it’s enough, tax-efficient, or even the right thing.

Your Self-Employed Financial Checkup turns a few simple answers into a clear picture of where you stand today, plus what to do next.

See your personalised score

Updated for 2026 pension and tax rules

Phone showing your financial checkup notification
Example financial scorecard

Hover over the notification to preview your scorecard.

See your personalised score in minutes

Get your pension, protection and mortgage scores — all in one place, with plain-English next steps you can act on straight away.

  • 100% online and free
  • No documents needed
  • See quick wins and gaps fast
Take the free check

Know your money is working hard

  • “Your income protection gap could put your family at risk.”
  • “Your pension contributions are below recommended levels.”
  • “Your mortgage rate may not be the most tax-efficient.”
Example financial scorecard

Example preview from your personalised report

Meet your experts

Damian Craig

Damian Youell

Mortgage Broker

Company Director

Romany Youell

Romany Youell

Financial Adviser

Pensions, Investments, IHT Planning

Matthew Harper

Matthew Shufflebotham

Mortgage Broker

Specialist in Self-Employed Clients

Qualified advisers who simplify the complex stuff so you can make confident decisions.

SelfEmployedHelp logo We’re rated Five star rating on Trustpilot.
Clients trust us.

Our reviews speak for themselves

It’s not just us tooting-our-own-horn. The thousands of clients we support love the work we do as well.

5 star rating

Damian has been our mortgage broker for over ten years now. He is super efficient, gets things done quickly and gets the best deals on the market.

Joanne
5 star rating

I used Damian and he’s been nothing but spot on, responsive professional and great value for money.

Liam
5 star rating

Second time using them, great service and good communication, also answering questions including replying to emails outside of office times.

Nick
5 star rating

Matthew and team are prompt and professional. All the very best, will be using them again soon and recommending to others.

P K
5 star rating

Superb service, they helped me with my work life insurance policy and took on my remortgage as well. Would highly recommend.

David
5 star rating

Five-star service to getting the best mortgage for me from start to finish. I would highly recommend to friends and family without hesitation.

Susan

Questions? We've got answers

Yes, completely free. No credit card required, no hidden costs. We provide this checkup as a service to help self-employed people understand their financial situation.

Never. We'll only email you your personalised report and, if you opt in, occasional helpful tips. We don't sell or share your data with anyone. You can unsubscribe at any time.

No documents needed. The checkup asks simple questions about your current situation that you'll already know the answers to. It takes under 5 minutes.

You'll instantly receive a personalised report showing your pension, protection, and mortgage scores, along with clear recommendations. If you'd like help acting on them, you can book a free call with one of our FCA-regulated advisers.

Yes! Whether you're a sole trader, limited company director, freelancer, or contractor, the checkup is designed for all types of self-employed people in the UK.

Okay, ready?

Take the free check.
It takes five minutes.
Goes straight to your inbox.

  • FCA-regulated
  • Five-star experts
  • Secure & confidential
Get started

What are you waiting for?