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.
Age UK / Age Concern
Age Concern does not employ financial advisors as such. But if you have
a problem, a question or just want information the people on their 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. It is also possible to meet advisors from Tax Help
for Older People (see below) at Age UK.
Information is available on the Age
UK website.
Freephone information line 0800 00 99 66 (every day 7am-7pm)
Useful fact sheets include:
Citizens Advice Bureau (CAB)
Citizens Advice Bureau provide free, confidential
and independent advice from over 3,000 locations in CAB offices, GP
surgeries, hospitals, colleges, prisons and courts.
Advice is available face-to-face and by telephone. Some CAB offices
offer home visits and some also provide email advice.
Visit Advice
Guide for practical, reliable, up-to-date information including
frequently asked questions in English, Welsh, Bengali, Gujarati, Punjabi,
Urdu and Chinese on a wide range of topics and fact sheets to download.
To find your local CAB, please go to our Local
Support and Services page.
Nursing Home Fees Agency (NHFA)
The NHFA, a member of the HSBC banking group,
provides older people, carers, and the general public with advice and
information on obtaining and paying for care.
The agency combines financial advice with an understanding of the complexities
of local authority charging procedures, health authority responsibilities,
DWP benefit entitlements, and relevant legal matters.
More information is available on the NHFA
website.