free financial guidance for members and dependents...personnel and veterans manage their finances...

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Page 1: Free financial guidance for members and dependents...personnel and veterans manage their finances more effectively. Financial advisers have volunteered their time and expertise to

in association with

Free financial guidance for members and dependents

Page 2: Free financial guidance for members and dependents...personnel and veterans manage their finances more effectively. Financial advisers have volunteered their time and expertise to

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Forces MoneyPlan offers free financial guidance from a professional financial adviser

Forces MoneyPlan was created to help sick and injured forces personnel and veterans manage their finances more effectively.

Financial advisers have volunteered their time and expertise to provide guidance in person, via telephone or Skype depending on your preference. It’s a completely free service and there is no obligation to continue after your consultation.

Page 3: Free financial guidance for members and dependents...personnel and veterans manage their finances more effectively. Financial advisers have volunteered their time and expertise to

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Page 4: Free financial guidance for members and dependents...personnel and veterans manage their finances more effectively. Financial advisers have volunteered their time and expertise to

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Would I benefit from free financial guidance?Specifically created to help sick and injured forces personnel and veterans manage their finances more effectively, Forces MoneyPlan is designed to help with a broad range of financial concerns, including:• Ensuring you and your family have greater control over your day-to-day finances

(including debt)• Helping you understand how you might better manage your finances• Helping you build a financial plan for the future• Helping you to make informed choices based on a better understanding of the different

types of savings, investments, pensions and protection products available• Helping you avoid financial scams

Find out more and register your interest: thepfs.org/Blesma

Alternatively, you can also access more information and register by any of the following ways:• Get in touch with your regional Blesma Support Officer• Phone Forces MoneyPlan on 07900 226151 • Request an application form by writing to Forces MoneyPlan,

Personal Finance Society, 21 Lombard Street, London EC3V 9AH.

Forces MoneyPlan will use your location to match you with a local Personal Finance Society financial adviser.

Page 5: Free financial guidance for members and dependents...personnel and veterans manage their finances more effectively. Financial advisers have volunteered their time and expertise to

All financial advisers are members of the Personal Finance Society – the leading professional body for financial planning in the UK, ensuring that their guidance meets a strict code of ethics and professionalism.

Page 6: Free financial guidance for members and dependents...personnel and veterans manage their finances more effectively. Financial advisers have volunteered their time and expertise to

Forces MoneyPlan is an initiative undertaken by the Personal Finance Society, the leading professional body for personal finance professionals in the UK.

Personal Finance Society, 21 Lombard Street, London EC3V 9AHtel: 0790 0226151 email: [email protected] website: thepfs.org

© The Personal Finance Society 2018 COH_J012242 (07/18)

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