Holly Mckay
Holly MackayFounder and CEO

How can I get a financial makeover and set up a private pension?

17 June 2022

Question by Alan

Can you recommend someone who can give me a financial makeover? I have been living on health benefits for 13 years, and I want to see if there is something that I can do to improve the state of my finances. Also, I need to set up a private pension.


Answered by Boring Money

Hi Alan,

Thank you for your question.

A financial adviser may be able to help. They will charge for their service or may require a minimum investment value. Sometimes this is £50k+.

You may also want to research a money coach. Normally a more straightforward approach than full financial advice. A money coach should be able to help with your request - again, they will charge for their services.

If you visit the '

find an adviser
' section of the Boring Money website, you can find local financial advisers that you can contact.

Hope that helps.

Oliver

Answered by

Boring Money

Here to help you understand your options and make smart money choices.