Financial Advice
Financial advice is available from a range of sources nationally and locally. Some organisations can provide free financial advice, whereas others, such as solicitors who offer financial advice, will usually charge.
The list below is not exhaustive, and there may be other people you would also turn to for financial advice, e.g. an accountant who already handles your financial affairs.
DISC (Dementia Information Service for Carers)
DISC can provide help in many areas for carers. If you are in need of financial advice give their helpline a call on 0845 1204048. They will guide, support and help you with their knowledge and understanding in these matters.
Age UK
Age UK
Age UK does not have financial advisors, but if you have a problem, a question or just want information the helpline can help you to find answers, point you in the right direction or just talk through your situation with you. Advice is available on benefits entitlements for those over retirement age. Help can also be given with form filling.
More information is available on the Age UK website.
Age UK England:
Freephone information line 0800 169 6565 (every day 7am-7pm)
Information is available on the Age UK website
Useful fact sheets include:
Citizens Advice Bureau (CAB)
Citizens Advice Bureau advisers can offer information and advice on a broad range of issues. Citizens Advice Bureaux are located across England.
For more information, or details of your local CAB, visit the Adviceguide website.
Citizens Advice Bureau:
The Citizens Advice is a national organisation with local branches.
Independent - it will always act in the interest of its clients, without influence from any outside bodies. Impartial - no judgements or assumptions are made about its clients. Its service is open to everyone, and it treats everyone equally. Confidential - it won't pass on anything a client says or even the fact that they've visited - without their permission. Free - no one has to pay for any part of the service provided.
Solicitors for Independent Financial Advice (SIFA)
SIFA can refer you to legal firms that offer financial advice to complement its legal advice.
Contact details:
Solicitors for Independent Financial Advice (SIFA)
10 East Street
EPSOM
Surrey
KT17 1HH
Tel.: 01372 721172
TaxHelp for Older People (TOP)
TaxHelp for Older People (TOP) is an independent free tax advice service for older people on low incomes who cannot afford to pay for professional advice.
Contact details:
TaxHelp for Older People
Pineapple Business Park
Salway Ash
BRIDPORT
Dorset
DT6 5DB
Helpline: 0845 601 3321
Email: taxvol@taxvol.org.uk
Web: www.taxvol.org.uk
National Debtline
National Debtline is a national telephone helpline for people with debt problems. The service is free, confidential and independent.
Contact details:
Tel.: 0808 808 4000 (Freephone)
9.00am to 9.00pm, Monday to Friday
9.30am to 1.00pm, Saturday
24-hour voicemail: leave a message to request an information pack or factsheet.
