Calculators

Our calculators can help you check whether you're paying too much for advice, as well project future values and work out the amount, timescale and return required to hit a target sum in future.

Are you overpaying for financial advice?

Use our calculator to compare the cost of taking advice via us versus a typical adviser. Simply enter the sum invested to view estimated projections. If you know your current adviser's charges, enter them for a more accurate comparison.

Sum invested £
Advice Candid FA Other Adviser
Initial %
Annual %
Investments & Platform Candid FA Other Adviser
Initial (average) %
Annual (average) %

Please note the above figures are estimates and will differ in practice. Fund and platform fees are based on typical levels, but will vary depending on your specific situation. And projected values and savings assume a fixed annual growth, which will also vary in practice.

How much might it be worth?

Find out how much initial and/or monthly savings might be worth in future.

Initial sum £
Monthly saving £
Period (years)
Annual return %
Annual inflation %

The projected value assumes a fixed annual growth, which will vary in practice.

How much do I need to save?

Find out how much you might need to save to hit a future target sum.

Target sum £
Existing savings £
Period (years)
Annual return %
Annual inflation %

The projected values assume a fixed annual growth, which will vary in practice.

How long do I need to save?

Find out how long you might need to save to hit a future target sum.

Target sum £
Initial sum £
Monthly Saving £
Annual return %
Annual inflation %

The projected value assumes a fixed annual growth, which will vary in practice.

What rate of return do I need?

Find out the annual investment return you'll need to hit a future target sum.

Target sum £
Initial sum £
Monthly Saving £
Period (years)
Annual inflation %

The projected values assume a fixed annual growth, which will vary in practice.

Can we help?

We expect to save you a lot of money versus comparable services. To arrange an initial 10–15 minute chat call us on 0203 397 7280 or click below.

Call me back
...

6 Riverside Court
Bath
BA2 3DZ

0203 397 7280
hello@candidfinancialadvice.com

Candid Financial Advice Limited is authorised and regulated by the Financial Conduct Authority. FCA number 630986. Registered in England and Wales, company number 8261124, 6 Riverside Court, Bath BA2 3DZ.

Decisions should not be taken based solely on the content of this website, individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. Tax planning is not regulated by the Financial Conduct Authority. We are not responsible for the content of external links. The content on this website is aimed at UK residents.

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