Thursday, May 21, 2009

Money Made Clear – Money Guidance Service at North Liverpool Citizens Advice Bureau

Email from NLCAB

North Liverpool CAB is pleased to announce a new service that will provide individuals with face-to-face money guidance. This new service is called Money Made Clear and is funded by the FSA (Financial Services Authority) in partnership with the Government.

The Money Made Clear service provides information and guidance on the following topics:

· Budgeting

· Mortgages and borrowing

· Savings & Investments

· Insurance and life assurance

· Pensions & retirement planning

· Tax

· Welfare Benefits & Tax Credits

Our trained Money Guide, Danielle Bretherton, will be able to see individuals face-to-face and explain:

· Jargon around financial products and services

· How different financial products work and their pros and cons

· Issues to consider when choosing or changing a service provider/product or when seeking an Independent Financial Adviser or additional help

This service is impartial and does not promote or sell any financial products or services. Our aim is to help individuals understand their finances and be able to access appropriate advice and support when necessary. In addition to receiving face-to-face information, clients receive an action list, which details the actions that they may take in order to meet financial goals such as budgeting to save for a family holiday, changing a mortgage to take advantage of better deal or planning for retirement. In addition, clients may receive printed information and/or be signposted or referred to additional sources of information and advice.

In order to book a free face-to-face money guidance session for your staff or clients please contact:

Danielle Bretherton

Money Guide

Walton CAB

37 / 39 Walton Road

Liverpool, L4 4AB

Tel: 0151 207 6974 extn 2015

Email: Danielle.b @

(remove the spaces which I have put in to avoid her getting spammed.

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