Get help with your financial assessment

Find out about help to complete your financial assessment and make decisions about paying for your care.

Independent financial advice

If you're not sure what to do about the cost of your care, you can speak to a professional for advice. 

We are not allowed to provide financial advice. Instead, we recommend getting independent financial advice (IFA) from a professional.

The following organisations provide free, impartial advice to help you manage your money and make decisions about your care:

• Staywell Kingston, if you’re pension age or helping someone who is
• Citizens Advice Kingston
• Age UK
• Money Advice Service

Find a financial advisor

The Society of Later Life Advisers can help you to find a trusted financial adviser. You will usually pay for these services.

Ask someone to help 

You can give someone the right to manage your money and help you with your financial assessment. This could be a friend, family member or a legal representative like a solicitor. There are different ways to do this. 

Nominate someone 

If you want someone to deal with your financial assessment for you, you can nominate someone you know. This could be a friend or family member. 

You can speak to your social worker about this. 

Get an independent advocate 

If you find it difficult to understand your care and support to communicate your views, you can ask someone to speak on your behalf. This person is called an advocate. 

Power of attorney

To plan for the future, you may want someone you trust to have power of attorney. It permits them to make decisions about your money, property or care if you cannot.

When someone lacks mental capacity, a friend or relative can apply to be an appointee to help manage their pension or benefits.

Read more about representing someone who does not have mental capacity.