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WealthMgr Docs

The Flowchart

Info

Simplified from the original. The full decision tree covers edge cases like student loans, LISA, and pension vs mortgage overpayment. See the full UK Personal Finance flowchart ↗.

Go through each step in order. Every step explains the math behind it and shows you where to act inside WealthMgr.

Warning

This flowchart is for educational purposes only and does not constitute financial advice. Your personal circumstances — including student loans, mortgage overpayment decisions, LISA eligibility, and tax position — may mean a different order is right for you. Consider consulting a qualified independent financial adviser (search at unbiased.co.uk ↗).