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Independent Advice

Independent Advice

There are many sources of independent financial advice, from charities and voluntary sector organisations (such as Citizens Advice and Age UK) to trained individuals such as Independent Financial Advisors. The council provides social care information and advice but is unable to recommend Individual Financial Advisors; however the Financial Conduct Authority has details of advisors that are independent and regulated. A solicitor may be able to offer independent advice, and might have qualified financial advisors working in their practices.

Useful Organisations

City of York Council

Income Services Team: incomeservices@york.gov.uk

Funding Applications, Financial Assessments, Disability Benefit Applications: 01904 552044

Personal Budgets, Direct Payments & Charging : 01904 554684

Deferred Payments, Invoicing & Payment Plans: 01904 555115

Age UK 

Age UK York

  • area of advice and information: benefits, money, community care, housing, other issues
  • for: people state pension age or over
  • www.ageuk.org.uk/york/our-services/
  • telephone: 01904 634061 (9.30am to 3.00pm, Monday to Friday)
  • email: firstcall@ageukyork.org.uk
  • Age UK York contact form

Alzheimer’s Society

The Alzheimers Society provide information and advice fort hose with and caring for people with dementia.

Telephone: 0300 222 1122 or 01904 567701

Care Aware

Care Aware provide independent financial advice.  

Telephone: 0161 707 1107

Citizens Advice York

York Carers Centre

Financial Conduct Authority (FCA)

The Financial Conduct Authority provides details of all independent and regulated financial advisers and their areas of expertise. 

Telephone: 0800 111 6768

Gov UK

The Care Act 2014

Macmillan 

Macmillan provide cancer care services.

Telephone: 0808 808 000

Mencap

Mencap gives information, advice and support for those with learning disabilities, their families and carers.

Telephone: 0808 808 1111

Money Saving Expert

Money Saving Expert provides online impartial advice regarding budgeting, saving and planning for the future.

Office of Public Guardian

The Office of Public Guardian has information about applying for lasting power of attorney and deputyship.

Telephone: 0300 456 0300

Money Helper

Money Helper joins up money and pensions guidance to make it quicker and easier to find the right help. Money Helper brings together the support and services of three government-backed financial guidance providers: the Money Advice Service, the Pensions Advisory Service and Pension Wise. Money Helper look at the basics of arranging care. If you’re struggling to afford the care you need, they have got guides on government funding and other ways of raising funds.

Looking after someone long-term isn’t just about finding a care home – they also have guidance on helping people with their money in later life and how to talk through difficult situations.

www.moneyhelper.org.uk/en/family-and-care/long-term-care

Society of Later Life Advisors (SOLLA)

SOLLA advise about financial issues in later life.

Telephone: 0333 2020 454

Step Change

Step Change give expert debt advice and fee free debt management.

Telephone: 0800 138 1111

Symponia

Symponia advise about financial issues later in life. 

Telephone: 01789 774595

The Care Advice Line 

The Care Advice Line helps people to make informed decisions about their care and how to pay for it.

Telephone: 0161 413 7860

Getting Informed

Getting Informed provides information about starting to look for care and who to talk to about meeting the costs.

 

Last updated: 27/01/2025