Money Advice Service

Contacting the Service

How do you contact the service or refer your customers to the service?

There are two ways to make contact with the service:

1.
Telephone or email Citizens Advice Powys
Call the Money Management Unit on 01686 617667 or 01686 617668 or 07972516798 or email 
mas@powys.cabnet.org.uk

2.
Telephone or email the booking line
Call the bilingual central booking line on 0300 330 0520

This is open every week day and Saturdays (a message service operates out of hours). 

or email 
moneyadviser@citizensadvice.org.uk
 

Face to Face Money Advice Service

Helping people make the most out of whatever money they have

 

What is it?

The Money Advice Service provides free, impartial money advice tailored to individual needs and circumstances. This is done in 45 minute face to face sessions delivered in venues across Powys. 

From insurance to pensions, mortgages to borrowing, if people need help putting together a budget or understanding tax and welfare benefits, the trained Money Advisers will go through the options and help draw up an action plan.

Money Advisers are impartial, and won’t try to sell anything but will give clear, in-depth information.

 Who is it for?

Everyone – the service is open to all, and there are no criteria for accessing the service. We particularly want to reach people who are financially vulnerable who may lack the confidence or the necessary skills to make sure the money they have works for them.

We are also keen to engage with people at key life-changing stages such as:

·     reduced income

·     starting work

·     approaching retirement

·     redundancy

·     relationship breakdown

We also work with partners from businesses where staff may be on low incomes or work part time.

Who should be referred?

Money advice can help your customers 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 their families with insurance for themselves, their relatives, car and home.

What customers say about us
 

“The options were all there for me but I could not see them in my own mind. The Money Advice Service session clarified things for me and made it more realistic and dealable.”

 
“Gave me peace of mind that I can sort things out myself”
 
“I can see light at the end of the tunnel”  
 

“I have been given hope and confidence that things will improve"