Welcome to Forces MoneyPlan, a pro-bono initiative offering free, confidential financial guidance to all Armed Forces personnel and Veterans. All guidance is provided by fully qualified financial advisers and members of the Personal Finance Society, who have volunteered both their time and expertise.

Forces MoneyPlan enables recipients to be more informed about their financial well-being and less vulnerable to misinformation and scams.

Are you ready to put yourself in a less vulnerable and better informed financial position by receiving a free guidance consultation with a fully qualified and regulated financial adviser?

We’re grateful to be able to offer support to forces personnel and veterans who are members of the On Course Foundation, Blesma (the Limbless Veterans charity) or the Forces Pension Society and to all veterans who come to us via the Veterans Gateway. We have financial advisers ready and waiting to support you, wherever you are in the UK.

Forces Money Plan Advisors Map
This map shows our volunteer adviser numbers across the UK. Based on August 2020 figures.

“Mr X wanted to discuss funding Long Term Care, as he’d received paperwork he didn’t understand regarding his wife’s long term care. Our meeting informed him that an Investment Bond he was considering cashing in would otherwise be disregarded when his local authority assessed care support and funding. Had we not had this meeting I fear he would have cashed in the bond needlessly and it would have then been taken into account when assessing ongoing funding for his wife”

Pro-bono Adviser 

“Very useful. It went beyond our expectations. The adviser sat down with us and talked us through how we could achieve our aim of buying a house. It set our mind at ease in many areas and gave us confidence to move forward with our plan. He helped us also understand pensions with regards to my partner’s position and it is likely we will return to him for further advice”

Forces Veteran

“Yes, I found the consultation helpful. Yes following the initial guidance session I will go on to seek a further detailed analysis of my personal circumstances, probably through the initial financial guidance adviser. The knowledge, experience and professional approach from the initial financial guidance adviser was much appreciated”

Forces Veteran

“The meeting was good to get a handle on the situation, I’ve provided some information and figures so she is better informed and can make some meaningful decisions”

Pro-bono Adviser

“The assistance was greatly appreciated and has put me now in the knowledge that I and my family will be well supported with my financial plan. Once again thank you, it was well received knowledge at an important time.”

Forces Veteran

Contact us

If you have any specific questions or would simply like to speak to someone in person to see whether Forces MoneyPlan is right for you, please feel free to contact us, using the following details; 

Lyn New
lyn.new@thepfs.org
07900 226151