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Financial Fitness Quiz

Fill out our quiz down below to get your score.

How Financially Fit Are You?

Answer 5 quick questions. Get your score and a personalised mini‑report.

1) How confident do you feel about your retirement planning?

Very confident Somewhat confident Not confident at all

2) What’s your current approach to investing?

I have a clear strategy and stick to it I dabble but don’t have a plan I avoid investing — it feels risky

3) When it comes to your financial goals…

I have a clear roadmap Some ideas but no plan Haven’t thought about it

4) Do you know how much you pay in investment/pension fees?

Yes — I review them regularly I think I know, not sure No idea

5) What’s most important to you right now?

Growing my wealth Protecting what I have Planning for retirement/inheritance

Score

You’re on the right track, but there are gaps that could cost you in the long run. Want your personalised breakdown?

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Head Office: The Keep, Creech Castle, Taunton, Somerset TA1 2DX. Tel: 01823 765135
Western Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority: 480405
Registered in England & Wales No 6461310:
Registered Office: 3 Marco Polo House, Cook Way, Taunton, Somerset, TA2 6BJ
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