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.

The Citizens Advice is a national organisation with local branches

Independent - it will always act in the interest of its clients, without influence from any outside bodies. Impartial - no judgements or assumptions are made about its clients. Its service is open to everyone, and it treats everyone equally. Confidential - it won't pass on anything a client says or even the fact that they've visited - without their permission. Free - no one has to pay for any part of the service provided. CAB advisors, most of whom are trained volunteers, can:

• interview clients face-to-face and by telephone to find out what the problem is
• access our regularly updated electronic information database for up-to-the minute information
• help clients to negotiate with companies or service providers such as creditors or to appeal against decisions, for example, social security benefit claims
• write letters or telephone companies and service providers on behalf of clients
• help clients to prioritise their problems, for example, to sort out which debts are most important
• help clients with form filling, for example, to claim benefits
• represent clients in court and at tribunals
• refer clients to CAB specialist caseworkers for complex problems or to other agencies when appropriate

There is an online advice service with answers to frequently asked questions and some factsheets which you can download.

A Guide to Citizens Advice in Warwickshire

Alcester CAB
Globe House, Priory Road, Alcester, B49 5DZ
Tel: 01789 200136 - Tuesday 10.00am to 1.00pm

North Warwickshire CAB
The Parish Rooms, Welcome Street, Atherstone, CV9 1DU
Tel: 0844 855 2322
E-mail: nwcab.advice@cabnet.org.uk Website: www.nwcab.org.uk
closed on Thursdays

Nuneaton & Bedworth CAB
25 Congreve Walk, Bedworth, CV12 8LX
Tel: 0844 855 2322
E-mail: info@brancab.org.uk Website: www.cabnuneaton.org.uk
open from 10.00am to 2.00pm

Rugby CAB
1st Floor Chestnut House, 32 North Street, Rugby, CV21 2AG
Tel: 0844 855 2322
E-mail: adviser@brancab.org.uk Website: www.cabrugby.org.uk

Stratford upon Avon District CAB
25 Meer Street, Stratford upon Avon, CV37 6QB
Tel: 0844 855 2322 for appointments and advice
Website: www.stratforduponavoncab.org.uk

Warwick District CAB
10 Hamilton Terrace, Leamington Spa, CV32 4LY
closed on Wednesday
Tel: 0844 855 2322
Website: www.cableamington.org.uk

Warwick CAB
Shire Hall, Warwick, CV34 5SA
open Wednesday only
Tel: 0844 855 2322

Independent Advocacy is a local organisation which supports a wide range if people. If you are already known to social services or health services the help is free of charge. The organisation can support with issues such as housing, disability benefits, legal issues and hospital concerns. Contact 02476 697443 or e-mail office@independentadvocacy.org.uk.

 

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Age UK

Age UK is another organisation that can provide financial guidance. It has independent advisors who can give you advice tailored to your circumstances. The mission of Age UK is to promote the well-being of all older people and to help make later life as fulfilling and enjoyable as possible.

A Guide to Age UK in Warwickshire

Age UK Warwickshire
8 Clemens Street, Leamington Spa, CV31 2DL
Tel: 01926 458100 Fax: 01926 458141
E-mail: ho@ageconcernwarks.co.uk

Age UK Shipston on Stour and District
19 Callaways Road, Shipston on Stour, CV36 4HB
Tel: 01608 663759
E-mail: walker476@tesco.net

Age UK Southam
Greygables, 46 Banbury Road, Southam, CV47 1HJ
Tel: 01926 817744 Fax: 01926 817744

Supporting Care Rights / Making a Complaint

If you need support to help you access care rights, or to make a complaint about hospital treatment, there are organisations who can help and support you. Details are in our Care Rights and Complaints section.

Supporting People from Ethnic Minorities

A number of groups and organisations exist to support people whose first language is not English, or who have distinct religious or cultural needs:

There is a carer support service from Guideposts which has BME (black and minority ethnic) workers who can provide support to people from within various ethnic communities. Contact 0845 600 9980.

Alzheimer's Disease International has an extremely helpful web page, of contact details and web links for Alzheimer associations in around 75 different countries around the world. This information is likely to be useful for people living with dementia whose first language is not English, and also useful for people who live locally, but have friends or family members living with dementia abroad.

Paying for Care

This online support is provided by Partnership Life Assurance Company Ltd. It provides impartial information and advice to anyone with questions about funding long term care.

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.

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