Let us help.

We can get your finances in order for you.

Help & Advice
This is a brief introduction to the many types of help which The Friendly Trust can offer. We have more detailed leaflets on some of the help we can give but if you come to us for a service it will be individually made for you. Please get in touch if you would like more information.

Court of Protection Advice
The Friendly Trust offers advice to people who “lack capacity”, as defined by the Mental Capacity Act 2005, and to their families and carers dealing with The Court of Protection. We can explain the procedures and systems of the Court of Protection, which is now part of the Ministry of Justice, and help with correspondence and the completion of forms.
Welfare Benefits Advice
The Friendly Trust offers advice on which benefits you are entitled to and how changes in circumstances may affect your entitlement. We can support you to fill out the necessary forms and to appeal against any decisions which seem to have been worked out wrongly and may be unfair.

The Friendly Trust can support you if you need help with your money, to make sure bills are paid and other financial commitments met. You can visit the office and meet with a Trust Officer to plan and help you decide how best to manage your living expenses. We can give advice on how to open a bank account to keep your money secure and easy for you to access.

We Can’t Offer Trust or Will Writing (Yet!)
We understand how important it is to plan for the future and ensure your loved ones are cared for. Unfortunately, at this time, we are unable to offer trust or will writing services. This is because we currently lack staff with the specific legal training and expertise required to handle these sensitive matters accurately and securely. Please see our Wills and Trusts page for more details.

Take the first step.

The most important step is to simply get in touch with us. Use the form to let us know you need our help.

© 2016 The Friendly Trust - Registered Charity No. 1084265, Company No. 3608297