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Independent financial advice

Thinking about your finances and making plans for the future is something you may postpone because it can appear complicated, which is why we recommend you seek advice. 

We’re not financial experts so we suggest it’s worth talking about your finances with an independent expert to be sure you’re getting complete and accurate advice. It’s also important any advice you receive is impartial and puts your needs and interest first.

We suggest contacting some of the following for advice.

The Society of Later Life Advisers provide a database of financial advisors who specialise in giving advice about finances in later life, enabling you to plan ahead or to make the most of your money once you reach retirement and older age.  All advisors on the database have to prove they meet appropriate criteria and have the right qualifications before they are accredited.

The Money Advice Service is an independent service set up by the government that helps people manage their money by giving free and impartial advice on all money matters. 

The Pensions Advisory Service offers free and impartial advice on all aspects of state and private pensions. You can also call them on 0300 123 1047.

Your local Citizens Advice Bureau offers free and impartial advice on a wide range of financial issues, and can point you towards more specialist advice if necessary.

Age UK offers advice to older people on all kind of money matters. You can also contact your local branch of Age UK to ask for more personal advice.