Cortex Wealth - Financial Advisers based in Yorskshire

Forces Money Plan

Financial guidance to sick & injured armed forces personnel & veterans

Forces Money Plan - supporting injured armed forces personnel with financial advice

Since 2007 Personal Finance Society members have worked alongside their local Citizens Advice Bureau to provide valuable pro bono financial guidance for consumers who wouldn't ordinarily be able to access professional advice. This successful partnership is known as 'MoneyPlan'. We are now delighted to unveil a similar initiative Forces MoneyPlan whereby qualified Personal Finance Society members provide pro bono financial guidance to sick and injured armed forces personnel and veterans, who (as with MoneyPlan) have difficulty accessing professional financial guidance.

By rolling out this initiative, we are providing an opportunity for Personal Finance Society members to share their expertise with a sector of society who have given much for their country, giving them the information, knowledge and confidence to take greater control of their own financial affairs. Not only will this deliver direct improvements in consumer outcomes it will also help change the negative perceptions that have beset financial planning for too long. Learn more about the background to this initiative.

This was an opportunity for us to volunteer a small amount of their time, knowledge and expertise and make a real difference to the lives of those who have given so much in serving our country:

The pro bono work by being involved in the MoneyPlan initiative has and continues to be hugely rewarding.