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Keeping your finances healthy

Start by planning your monthly expenditure

If you have arrived at this page via our Budget Planner you have already started to take control of your finances.

If not, download the Budget Planner now and see if it can help you manage your finances better.


Ready for the next step?

Do you need a bit more assistance with sorting out your financial priorities?

We have produced a financial healthcheck tool that could help you improve your finances - both now and for the future.

It will only take a few minutes to complete, and will offer hints and tips based on your answers to a series of simple questions.

All your answers will be confidential and nothing will be retained by us. In fact, we won't even see your information. So, click on healthcheck link below to start...

 Financial Healthcheck 

 

More information about the healthcheck 

The healthcheck tool has been designed to assist you to make financial choices based on the information you give us. It provides general guidance only and is not intended to be a substitute for financial or other professional advice. If you want advice based on your specific needs and circumstances you should consult a financial adviser.

Your financial needs will change depending on your circumstances. We recommend that you review your needs occasionally to take account of changes in your life.

The Financial Healthcheck tool was produced jointly by Yorkshire Building Society and Lightstone Interactive.

Yorkshire Building Society introduces its customers to Legal & General for the purposes of advising on and arranging life assurance and investment products bearing Legal & General's name.

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