Money Advice Service
Citizens Advice has teamed up with the Money Advice Service previously the Consumer Financial Education Body (CFEB) to provide free, impartial money advice sessions across Wales.
Money Advice sessions are community-based, taking place at bureaux and outreach locations in six areas, known as hubs, Cardiff Vales and Valleys is a hub. Money advice can help make the most of whatever money you have and take steps to plan for the future. Money advice sessions are available to everyone but we need to make sure we reach the people who need us most.
Money advice can help you to:
prepare a weekly or monthly budget
learn about the different types of mortgage
find out about savings options
plan for retirement
understand the tax and welfare benefits systems
know about the different types of credit available
protect your families with insurance for yourselves, your relatives, car and home.
As the Money Advice Service is completely impartial, we wont make recommendations or try to sell any financial products and services.
Money advice isnt debt advice and wont be suitable if you have unmanageable debts or are in crisis. But money advice may be appropriate at a later stage, once the crisis or debts are under control.
Who is it for?
We are keen to engage with people at key life-changing stages such as:
leaving education
starting work
buying a home
expecting a baby
redundancy
relationship breakdown
approaching retirement
bereavement
What can you expect?
At the one-to-one appointment, our trained Money Guides will:
gather personal information to understand your particular needs
prioritise between issues to ensure the most pressing is dealt with
outline your options and provide additional information
draw up an action plan with clear steps to guide you
provide options for specialist advice if the help needed is not covered by the Money Advice Service
At the end of the session, you will have the information and guidance you need to take steps to improve your financial position. It is not a casework service and you wont normally have to return for a further appointment.
How do you make an appointment?
Phone CVV on 029 2048 5414 we will take your details and you will be contacted within 24 hours to book an appointment.
Further help and information
As well as the face-to-face money advice sessions that the bureaux are delivering, the Money Advice Service also provides:
A telephone helpline: 0300 500 5000
Website: www.moneyadviceservice.org.uk