Financial Advice

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)

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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.

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Solicitors for Independent Financial Advice (SIFA)

SIFA can refer you to legal firms that offer financial advice to complement their legal advice.

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.

National Debtline

National Debtline is a national telephone helpline for people with debt problems. The service is free, confidential and independent.

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Last updated: 19th April 2012