Resources

Financial tools for your wellbeing, free-of-charge.

By clicking these links you will be moving to a new website. It may not be regulated by the Financial Conduct Authority. We give no endorsement and accept no responsibility for the accuracy or content of any sites linked to or from this site.

Control of your daily finances

Income & Expenditure Workbook

Easy to use and adds it all up for you! Download it to your device and get going.

Help with Energy Bills

Government backed, not for profit website to help you if you are struggling with energy bills. Also smart tips on reducing energy consumption.

Debt and Money Advice

  • Information you need to make the right choices, including help to deal with your debt problems,
  • How to avoid losing your home
  • How to get your finances back into shape,

Helping you achieve your financial objectives

State Pension Forecast

Use this service to find out:

  • How much State Pension you could get
  • When you can get it
  • How to increase it, if you can

Pension Tracing Service

To help people more easily and quickly locate their lost pension savings.

There is currently an estimated £400 million in unclaimed pension savings. This is money people have previously saved for their retirement, this website will better help people to locate their hard-earned savings.

Personal Inflation Calculator

We all see the headline inflation rates reported in the media, but what is your actual rate of inflation? Calculate it here.

Make a note of it once a year and start building a picture of your inflation story, better still, toggle the amounts and see how you could reduce your inflation figure.

Having Financial Options

Mortgage Overpayment Calculator

Identify how much interest you will save, over the lifetime of your mortgage, with this quick and easy tool.

Pensions and Investment Guidance (NOT ADVICE)

Government run service providing information on:

  • Benefits
  • Family & Care
  • Money Troubles
  • Everyday Money
  • Homes
  • Pensions & Retirement
  • Work

Clarity & Security for you, and those you leave behind

Paying For Care

Age UK are experts in the issues affecting older people. Whether it’s providing information and advice, being a friendly voice on the other end of the phone or helping make sure the voices of older people are heard.

Care Fees Calculator

Using the PayingForCare website, you can find out residential care costs, whether the state will help you pay, and a care cap calculator.

Perct The Protection Calculator

Anything with a ‘Percy’ and a ‘Pig’ are good with us, but seriously now, use this handy tool to find out what your financial position would be, including state benefits, should you be unable to work.

Hear from our existing clients…

I felt that you were honest.

“I felt that we were in a good financial position but after seeking Rob’s advice are now in a much better financial position with everything being ‘in one place’ I felt that you were open, honest and guided us through our options in a very patient manner and that you made us feel at ease when making choices”

Lisa Taylor

An easy but professional style

Rob has been supporting my wife and I for over 10 years. He has helped and advised us on all aspects of our pensions, investments and income protection including consolidation and tax efficiency. He has an easy but professional style and he really takes time to understand us and our preferences and needs.

Tony Gates