Most women have gaps in their financial setup, not because they're careless, but life gets busy and financial admin takes a back seat.
Take our 5 minute Financial Health Check and create your free account to spot risks and build confidence fast. It's quick, judgement-free and we can connect you to a trusted female adviser if you need more help.
Complete your Financial Health Check.
Create your Welleness account.
Get practical help on the next steps to take.
.png)
Do you have an emergency fund that could cover 3 month's salary?
.png)
If life throws you an unexpected curveball, can you cope financially?
.png)
Are you sure you're on the best mortgage rate? Do you know the fee if you switch?
.png)
How many pensions do you have from different jobs? And what's the total pot amount?
.png)
Is your spare cash sitting in savings or working hard in a stocks and shares ISA?
.png)
Did you know your children won't automatically inherit if you don't have a will?
It's so easy to bury finance worries (until they become too stressful to ignore). But good financial health isn't just about incoming and outgoings. We look at 6 essential areas...
I didn't have an active will. I guess I thought I was too young but I didn't understand that meant my kids wouldn't automatically inherit.
I lost my job and suddenly we couldn't afford to do anything. Now I'm working again I'm looking at getting decent income protection.
I know I have a pension from an old job but I don't know where it is or how to find it. My score has helped push it to the top of my priorities.
I have some extra cash each month and I keep thinking about investing but just don't know where to even start.
I'm currently struggling not to use my credit card each month. I have a good salary but I could do with help managing my outgoings.
Our mortgage became so expensive when the rates went up but I didn't realise I could switch now and save £200 a month.
Welleness is a women-led business on a mission to close the gender finance gap for good. We offer women a clear, confident and caring pathway to financial health – zero jargon, no pressure.