Financial Health Check Tool
A clear view of your finances, in minutes
Take the free financial health check
Protection, pensions, and savings and investments often sit in different places, making it hard to see the full picture.
Our Financial Health Check brings them together. In a few minutes, you’ll get a clear snapshot of where you stand and where it may be worth taking a closer look.
It’s quick, confidential and designed to help you make informed decisions.
What it covers
Protection
Are you financially protected if the unexpected happens?
Pensions
How prepared are you for later life?
Savings & investments
Is your money working as hard as it could be?
What happens next?
After you complete the check, you’ll have the option to speak with Omny Personal Finance to talk through your answers and next steps. There’s no obligation.
Start your financial health check
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Why Omny?
Our team’s expansive range of skills makes us stand out and means we can provide everything you need – from comprehensive HR services and engaging management training to coaching that inspires leaders.
We take our own advice and, as a result, we are second to none when it comes to providing leadership coaching, dedicated HR consultancy services, and career defining management development. You will notice a dramatic improvement in all areas of your business, including:
- An increase in sales performance
- A reduction in absenteeism
- A reduction in escalated HR issues
- Increased employee retention
- A noticeable improvement in employee engagement
- High levels of employee satisfaction
- Employee net promoter score improvements
- Shorter time to productivity
- Higher internal promotion rate
- Reduction in turnover costs
We’re proud of the trust and recognition we’ve earned across the financial services industry. Omny Group is fully authorised and regulated under the UK regulatory regime, reflecting our commitment to integrity and transparency in everything we do. Our personal finance advisers hold professional accreditations and maintain membership with respected industry bodies.