FREE Financial Self Assessment Tool

Natasha Smith

🎥 How to Use Your FREE Financial Assessment Tool | Step-by-Step Guide

Have you downloaded your FREE Financial Assessment Tool from the Manna Blog site/website and now you’re wondering, “Okay… so what do I actually do with it?” Don’t worry, I’ve got you!

In this quick and easy video, I’ll walk you through exactly how to use the Excel template to:

✅ Get a clear snapshot of your current financial position

✅ Fill in your income, expenses, assets, and liabilities

✅ Understand what your numbers are really telling you

✅ Start building a foundation for better money decisions

This tool was designed to help you reflect, assess, and begin your journey toward financial freedom — without stress or confusion. Whether you’re just getting started or need a reset, this walkthrough is for you.

🧾 Download the tool here: https://mannaffblog.com

📩 Got questions? Feel free to reach out at [email protected]

⚠️ Disclaimer: This video and tool are for educational purposes only and do not constitute personal financial advice.

I am a fully qualified Independent Financial Adviser (IFA), and I do offer regulated financial advice through Throgmorton Private Capital Ltd, which is authorised and regulated by the Financial Conduct Authority.

If you’d like to speak with me in my capacity as an IFA, you can contact me directly at:

📧 [email protected]

🌐 www.throgmortonltd.co.uk

This video and tool are provided via Manna Financial Freedom CIC, which is a separate entity and does not offer regulated financial advice.

Natasha Smith

With over 24 years of experience in the financial services industry, I have built a career grounded in trust, professionalism, and a deep commitment to helping people secure their financial future. I am a fully qualified Independent Financial Adviser with Throgmorton Private Capital Ltd, providing holistic financial advice to individuals, families, and business owners across all life stages, from building wealth to planning for retirement and everything in between.

My journey began in mortgage and protection advice, but my passion for supporting clients through every chapter of their financial lives led me to specialise in full financial planning. Over the years, I’ve had the privilege of working with a wide range of clients, from mass affluent individuals to high-net-worth households. No two clients are ever the same, and that’s what I love about this profession the opportunity to tailor solutions that genuinely make a difference.

Financial planning is not just about numbers, it’s about people. It’s about building confidence, clarity, and long-term security. My 'why' has always been to make expert financial advice more accessible, inclusive, and empowering for those who need it most. That passion led me to launch Manna Financial Freedom C.I.C, a social enterprise dedicated to improving financial literacy and promoting economic empowerment, particularly among women, people of colour, and underserved communities.

Through Manna, we provide financial education, coaching, and tools to help individuals move from surviving to thriving. It’s my way of giving back and using my expertise to bridge the gap between financial exclusion and financial freedom.

Whether I’m advising clients through Throgmorton or mentoring through Manna, my goal remains the same: to help people make informed decisions, live intentionally, and build a future they can be proud of.