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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.

Probate help

10.06.26

Probate help needed

The number of families needing probate help is on the rise with delays in grants of probate spiralling.

According to the Ministry of Justice own figures the number of cases wai...

Awards and Accreditations

Pension Transfer Gold Standard
Investment-Planner
Financial Vulnerability Taskforce
Uk Top Rated Adviser 2026
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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

Everything was explained in detail and all my questions answered giving me a better understanding of my circumstances.

Mr R

The service provided was both professional and extremely helpful, without Christina’s help we would have lost money and took a long time to obtain our pension funds.

Mr & Mrs W

We’ve only been clients for a couple of months, but we both feel that we have made the right decision. After first meeting Adele she put our minds at rest.

Mr & Mrs P

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