Info
This is a simplified version of the priority order. For the full decision tree — including edge cases like student loans, LISA, and pension vs mortgage overpayment — see the full UK Personal Finance flowchart ↗.
Work through these steps in order. Each step explains why it matters and shows you where to act in 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 ↗).