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Free financial plan worth £500

Get a fresh perspective on your finances from one of the UK's top independent financial advisers*

Worth £500

Benefit highlights

  1. Free two-page financial plan (worth £500)*

  2. Expert advice to help you reach your goals

  3. Average annual saving of £1,800 per customer**

Benefit information

No matter what you're saving towards, getting impartial advice on your finances can be invaluable. As a Worldpay Benefits Club member, you can request a free financial plan from one of Hatch's top independent financial advisers (worth £500).

Your two-page plan will include valuable information that can help you:

  • Understand your current status, including cash-flow and net worth

  • Make sense of recent tax and regulatory changes that affect you

  • Define your financial goals

  • Take steps to improve your situation

Stay one step ahead

Hatch is an online directory featuring the UK's top independent financial advisers, solicitors and lawyers. Every listing is supported by reviews from verified customers, so you can be sure you're working with someone you can trust.

To request your free financial plan, just click ‘Get this perk'. Once you've filled out a few details on the Hatch website, an expert financial adviser will be in touch to get any additional information they may need. You will then receive your plan within 21 days.

*Plans are available for people with over £20k in savings (including pensions) but if you have less than this, don't worry - you can still complete the application but you'll get a free eBook ('Get Financially Fit: Key Tips For Every Life Stage') (worth £30) instead of a financial plan.

**Based on a survey of employees who recently received a free financial plan from a Hatch adviser, the average amount saved by following the ideas suggested in each plan was £1.8k per year.

Terms and Conditions

For full Terms and Conditions, please click here

Get this benefit

Worth £500

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This benefit is one of those exclusively available to full Gold Card members.
These benefits are: iZettle, PR Newswire and Gym Membership.
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