Take the money smart quiz to discover your score. Test your knowledge across three key areas and receive a tailored insight report at the end.
Having financial savviness is a key skill to master.
Using The Smart Money Quiz, you can test what you know and gain key insights to help fill any gaps.
Many people use guesswork when it comes to their finances but even small mistakes can add up over time.
Find out just how up to the par your money smarts are:
- The quiz takes just 2 minutes
- It’s absolutely free – including your report
- You'll receive customised results instantly
Having financial savviness is a key skill to master.
Using The Smart Money Quiz, you can test what you know and gain key insights to help fill any gaps.
Many people use guesswork when it comes to their finances but even small mistakes can add up over time.
Find out just how up to the par your money smarts are:
- The quiz takes just 2 minutes
- It’s absolutely free – including your report
- You'll receive customised results instantly
The way it works
Answer a handful of important questions across
three influential money categories – we'll do the rest:
Income
Awareness around your own income, the sources it comes from and ways to boost it.
Expenses
Management skills of your personal outgoings and the planning you do.
Planning
Bigger picture knowledge that surrounds your finances and how they impact your future.
Insights you can trust
St. James’s Place know your money better than anyone.
With 4900+ qualified advisers protecting the interests of 1,014,421+ clients and a combined £212.4 billion funds under management SJP understand how to establish, protect and grow wealth.
SJP are proud to be rated ‘great’ per independent customer review site platform Trustpilot – an accolade they don’t take lightly.
360º financial review
Unlock clarity today.
Taking this assessment isn't just about getting a score. Instead, it's about providing you a tangible assessment to help you best prepare for your financial journey ahead.
Life is filled with uncertainty and risk, but we believe that money should be one of the areas that with the right insights and perspective you can minimise the unknowns of.
Longevity Financial Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
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SJP Approved: 19/11/2025