Citizens Advice Mendip

General Advice Tel: 03 444 889 623
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Money Skills for Life

Somerset Money Matters

A project born out of the fact that the issues faced by financially excluded Somerset residents mirrored the national picture, they were exacerbated by the rural nature of the
county. In particular access to the internet is unreliable, the cost of housing is high and numeracy and literacy skills cause significant issues.
It set out a goal, six priorities and 24 recommendations in order to address financial exclusion throughout the county.

We understand that having the financial skills to make informed decisions at key points in life can mean the difference between a secure future and a desperate struggle.

Through our financial capability work we seek to enable people to avoid falling into debt and the distress that financial crisis brings to individuals and their families.

Financial capability is about giving people the knowledge skills and confidence to manage their money effectively and take responsibility for their financial decisions.

Financial Health Check

Whatever the situation with your finances, it’s good to know where you stand and that you are making the most of what you have. The health check, a new online money planner from the Money Advice Service, is for everyone.

The Money Advice Service is independent and it’s here to help everyone understand and manage their money better.

It takes just 10 minutes to answer some straightforward questions and the health check will give you a personalised action plan which identifies the top three things you can do to make the most of your money right now, and to plan for future goals.

Best of all - it’s free and it’s unbiased. The Money Advice Service won’t recommend a particular product or provider or try to sell you anything.

Click here to take the health check now.