Money MOT

  • Expert money guidance

  • Review of household money management

  • Budgeting and saving on household bills

  • Practical ways to save

  • Set and achieve money goals

What you get :

An hours initial consultation with a specialist adviser 

Accessible appointment methods, face to face, telephone or email based

A follow up with a completed s household budget, details of money savings, setting financial goals with timeframes and a full written report

£199 fixed fee. No hidden costs, no referral fees from other companies should we recommend you seek further advice 

T&CS

*This is our only paid service to individuals and is not offered as part of our work with Housing Association or Local Authority tenants

*Prior to commencement of full review, we will assess your eligibility in order to meet our criteria 

*guaranteed savings are based on average household saving of £325 per year https://www.ofgem.gov.uk/publications-and-updates/switching-increases-customers-respond-savings-325

 *We hold an FCA Licence to provide financial capability services, we are not Independent Financial Advisers (IFAs). We can help you to find a local IFA, there would be a cost to access advice for services provided by IFAS. We do not provide recommendarions or have any links with local IFAs or charge referral fees

 *We do not provide assistance with debt or financial difficulty with this service. Free debt counselling, debt adjusting and providing of credit information services is available via The Money Advice Service 

https://www.moneyadviceservice.org.uk/en/tools/debt-advice-locator

* Financial wellbeing as defined by the Consumer Financial Protection Bureau (CFPB) Financial wellbeing - The goal of financial education