MoneyPlan Project

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What is MoneyPlan?

MoneyPlan Project with volunteer qualified financial advisers.

Service enhancement for New Forest residents:

The Citizens Advice, Personal Finance Society and Partnership are working together to place qualified financial advisers in local Citizens Advice offices to provide free generic financial advice to all our clients who need it.

Financial Advisers will provide advice on an appointment basis at both our Lymington and Totton offices, for face to face interview, or telephone, on any aspect of financial advice such as mortgages, endowments, equity release, financial planning, pensions, tax and savings and investments.

To arrange an appointment pop in and speak to one of our advisers who will arrange this for you.

Our Lymington office location and opening hours can be found here:

Totton office: