We can visit you in the comfort of your home and provide guidance on money matters that include:
- Bank accounts - the different types including basic accounts
- Budgeting - how to plan your spending wisely
- Insurance - protecing your home and possessions
- Retirement and planning for the future
- Welfare benefits
- Debts
- Tax
- ‘Jargon Busting’
What will it do for you?
Money Guidance will:
- Guide you in making better financial decisions
- Create a budgeting plan for you (i.e. income and expenditure sheet)
- Help to identify any future problems you may develop due to your current money situation
- Show you where to buy financial products you may need such as home contents insurance, life insurance, etc.
- Explore the best savings options for you
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