How To Refer A Client

A Simple Process

The Money Carer Foundation works with many professionals, local authorities and private and voluntary organisations that refer clients to our team every day.

Our everyday money management services enable social workers and healthcare professionals to provide their clients with a trusted, independent money management service that has client outcomes and wellbeing at the centre of our work.

Making A Referral

To assist busy social workers and other people who make referrals we have made the process really simple with three referral options.

1. You can chat online now to discuss a case or make a referral by Clicking Here.

2.  You can send an email to to request the referral forms.

3. You can call our referrals team on 0800 083 0626 and we will be happy to discuss your client's circumstances.