In partnership with Partner Name
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I have created a Self-Employed Financial Checkup that shows you, in under five minutes, how secure your pension, protection and mortgage really are without the jargon or spreadsheets.
No spam, no hard sell, just your personalised checkup.
I am a financial adviser who specialises in helping self-employed people feel calm and in control of their money — especially pensions, investments and long-term planning.
Through The Finance Woman, I work with clients who want clear, jargon-free advice and a long-term partner, not just a one-off product. I created this checkup so you can quickly see what I see as an adviser where you are on track, where there are gaps and what to focus on next.
Most of the self-employed people I work with do not realise there is a gap in their income protection or life cover until we look at it together. A short illness or time off work can suddenly put a lot of pressure on your family finances.
It is very common to have old pension pots scattered around, contributions that have stalled, or no clear idea of what you are actually working towards. Without an employer setting anything up, pensions easily slide to the bottom of the list.
Getting a mortgage when you are self-employed is not always straightforward. Lenders want proof, accounts and stability. Many people do not realise what is possible until we go through their options properly.
The assessment takes under 5 minutes and does not require any documents or deep financial knowledge. Just honest answers about how things look today.
You will instantly see how secure your pension, protection and mortgage are in plain English and where you might be exposed.
If you decide to book in, I will already have a clear picture of where you are, so we can spend our time talking about options and next steps, not forms.
Takes under 5 minutes · No documents needed · Completely free
Most people discover at least one easy win they can act on straight away.
Most self-employed people are already doing something for the future, but it is hard to know whether it is enough, tax-efficient, or aligned with what you actually want from life.
Your Self-Employed Financial Checkup turns a few simple answers into the same kind of snapshot I create for my one-to-one clients a calm, clear picture of where you stand today and what would make the biggest difference next, for example spotting an old pension that is no longer working hard or a gap in your income protection.
See your personalised scoreUpdated for 2026 pension and tax rules.
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I am part of the SelfEmployedHelp.co.uk team, which has helped thousands of clients with mortgages, protection and pensions. Here is what some of our clients say about working with us.
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
I used Damian and he has been nothing but spot on, responsive, professional and great value for money.
Liam
Second time using them, great service and good communication, also answering questions including replying to emails outside of office times.
Nick
Matthew and team are prompt and professional. All the very best, will be using them again soon and recommending to others.
P K
Superb service, they helped me with my work life insurance policy and took on my remortgage as well. Would highly recommend.
David
Five-star service to getting the best mortgage for me from start to finish. I would highly recommend to friends and family without hesitation.
SusanLet’s get started.
