National 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 England
Freephone information line 0800 00 99 66 (every day 7am-7pm)
Information is available on the Age UK website
Useful fact sheets include:
- Making a will - Factsheet 07
- Arranging for others to make decisions about your finances or welfare - Factsheet 22
These factsheets can be found on the Age UK Making a will page.
Citizens Advice Bureau (CAB)
Citizens Advice Bureau advisers can offer information and advice on a broad range of issues. Citizens Advice Bureaux are located across Oxfordshire.
For more information, or details of your local CAB, visit the Adviceguide website.
Solicitors for Independent Financial Advice (SIFA)
SIFA can refer you to legal firms that offer financial advice to complement their legal advice.
Contact details:
Solicitors for Independent Financial Advice (SIFA)
10 East Street
EPSOM
Surrey
KT17 1HH
Tel: 01372 721172
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.
If you ring the TOP helpline advisors from TaxHelp may offer to meet you at Age UK Oxfordshire's Abingdon Office (see Age UK Oxfordshire details above).
Contact details:
TaxHelp for Older People
Pineapple Business Park
Salway Ash
BRIDPORT
Dorset
DT6 5DB
Helpline: 0845 601 3321
Email: taxvol@taxvol.org.uk
Web: www.taxvol.org.uk
Money Made Clear
The Moneymadeclear service, from the Consumer Financial Education Body offers impartial information and guidance about your money to help you work out what's right for you.
Their web site is easy to use and navigate:
http://www.moneymadeclear.org.uk/guides/family/caring_for_someone.html
Society of Later Life Advisers (SOLLA)
The advisers are highly qualified, experienced, have an understanding of the care system and the problems faced by people who are making important financial decisions.
The advisers also have an understanding of the particular issues that arise when using Powers of Attorney and the Court of Protection.
Click here to Find an Adviser.
A guide to Paying for Long Term Care in England is available at: www.societyoflaterlifeadvisers.co.uk/PDF/ADASSpayingforcare.pdf
National Debtline
National Debtline is a national telephone helpline for people with debt problems. The service is free, confidential and independent.
Contact details:
Tel: 0808 808 4000 (Freephone)
9.00am to 9.00pm, Monday to Friday
9.30am to 1.00pm, Saturday
24-hour voicemail: leave a message to request an information pack or factsheet.
Local Financial Advice
Age UK Oxfordshire
Age UK Oxfordshire do not have financial advisors, but if you have a problem, a question or just want information the 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.
Contact details:
Age UK Oxfordshire
St. Edmund House
39 West St Helen Street
ABINGDON
OX14 5BW
Tel: 0844 887 0005
Fax: 01235 849449 Telephone
Helpline: 0844 887 0005 (please ask for the
Helpline) 10.00am to 4.00pm, Monday
to Friday
Age UK Oxfordshire also have an Information and Advice department at their office in Banbury on 01295 278 040
Service open from 10.00am to 2.00pm, Monday to Thursday
Please telephone the Helpline at all other times.
It is also possible to meet advisors from Tax Help for Older People (see above), at Age UK Oxfordshire's Abingdon Office.
West Oxfordshire Citizens Advice Bureau
The Pension Project Officer from the West Oxfordshire Citizens Advice Bureau is able to offer free, confidential, and impartial advice. They can check to ensure that anyone aged over 60 is receiving all the money that they are entitled to, for example Pension Credits. They are also able to help with form filling.
Contact details:
Liz Oakley
Pension Project Officer
West Oxfordshire Citizens Advice Bureau
33a High Street
WITNEY
OX28 6HP
Tel: 01993 708492
Email: outreach@wocab.cabnet.org.uk
Wantage Independent Advice Centre
Wantage, Grove and District Independent Advice Centre provides information and advice, to the whole community, on a range of issues including benefits, Disability Living Allowance / Attendance Allowance (form completing also provided), housing, consumer issues, etc..
Contact details:
The Independent Advice Centre
16 Market Place
WANTAGE
OX12 8AE
Open 9.30am to 4.00pm, Monday to Friday
Tel: 01235 765348
Barton Advice Centre
Advice centre, for Barton/Headington/Risinghurst residents, offering basic advice and help completing forms and applications for benefits and charitable funds.
Contact details:
Barton Advice Centre
Barton Neighbourhood Centre
Underhill Circus
Headington
OXFORD
OX3 9LS
Open:
9.00am to 4.00pm, Monday, Tuesday and Friday:
Telephone only or appointments
10.00am to 1.00pm, Wednesday and Thursday:
Drop-In
Tel: 01865 744152
Fax: 01865 744121
Email: bic@ocwa.demon.co.uk
Turpin & Miller LLP
Community Care Law Specialists - Community Care covers a wide variety of legal issues concerning the safety and welfare of those who are elderly, disabled, have mental health issues, or are otherwise vulnerable.
Contact details:
Cathy Stone (Secretary to Community Care Team) Emma Burgess (Solicitor) Cathy Score (Solicitor)
Turpin & Miller LLP 1 Agnes Court
Oxford Court
OXFORD
OX4 2EW
Tel: 01865 770111 / 01865 406008
Fax: 01865 406049
Email: cstone@turpinmiller.co.uk Web: www.turpinmiller.co.uk/
Last updated: 23rd February 2012