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Financial-Adviser

In line with recommendations made by the Financial Vulnerability Taskforce, below is a list of organisations who may be able to provide you with help and support in a number of areas including:

Mental Capacity

Office of Public Guardians            https://www.gov.uk/government/organisations/office-of-the-public-guardian

Bereavement Services                  https://www.gov.uk/find-bereavement-services-from-council

https://www.bereavementadvice.org/topics/what-to-do-when-someone-dies/bereavement-services/

https://www.samaritans.org/

Marriage Concerns                          https://www.relate.org.uk/

Employment Concerns                  https://www.citizensadvice.org.uk/work/

https://www.acas.org.uk/

https://www.gov.uk/pay-and-work-rights

Legal Issues                                        https://www.gov.uk/legal-aid

Debt Problems                                 https://www.moneyadviceservice.org.uk/en/articles/help-if-youre-struggling-with-debt

Financial Scams                                https://www.financial-ombudsman.org.uk/consumers/complaints-can-help/fraud-scams

https://www.tradingstandards.uk/media/documents/policy/research/scam-booklet-final-draft.pdf

https://www.fca.org.uk/scamsmart/warning-list

Disability                                             https://www.gov.uk/financial-help-disabled/disability-and-sickness-benefits

Age Related Concerns                   https://www.ageuk.org.uk/information-advice/

https://www.thecareadviceline.org/

https://www.nhs.uk/conditions/social-care-and-support-guide/help-from-social-services-and-charities/helplines-and-forums/

Criminal Compensation                https://www.gov.uk/claim-compensation-criminal-injury

Personal Finance Society              https://www.thepfs.org/about-us/initiatives/financial-vulnerability-taskforce/resource-library/

This list is not exhaustive. We can take no responsibility for the content or advice provided.

The Benefit of Independent Financial Advice Explained

Why taking personalised financial advice is a good idea, both now and in the future.

Our team has over 100 years of experience in financial services - so why not arrange a free initial meeting with a Financial Adviser and find out how we can help? Call us on 01282 6144.

Local pension adviser

31.05.25

May news from your local pension adviser

May news from your local pension adviser

  • It’s been reported that the chancellor is considering making it a legal requirement for pension funds to invest at least ...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
VF 23
Vouched For 2022
Vouched For 2021
Vouched For 2020
Vouched For 2019
Vouched For 2018
Vouched For 2017
Vouched For 2016
Vouched For 2015
Vouched For 2014

Friendly, approachable and reliable. Christina always keeps appointments, returns calls, and advises to your individual needs.

Ms F

The representative was very good and we were happy with the meeting.

Mr & Mrs B

Adele was wonderful! She explained everything and made us feel at ease at all times. It was wonderful to deal with her.

Mr & Mrs C

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