Making a Client Referral

Our telephone and digital based service is funded primarily to relieve financial hardship i.e., those families or individuals unable to meet basic living costs such as bills, food or debt repayments. Please note we are not able to provide a ‘stand-alone’ form-filling service for non-means tested benefits.

Please check your client is able and willing to receive advice remotely or has support in place to aide their money advice journey. Pennysmart advisers can facilitate 3-way advice sessions and casework support if necessary.

To refer your client into our money advice and casework support service you can either complete our downloadable PDF referral form, or you can submit the details directly through our online referral portal below.

Referral details

Name of referring officer:

Name of referring organisation:

Referring officer telephone:

Referring officer email address:

This client meets the following criteria:

Case sub-matters

Client details

Contact details

Client title:

Client full name:

Telephone:

Email address:

Preferred contact time:


Address

Address line 1:

Address line 2:

Address line 3:

Town / City:

Postcode:

County:

Council area:

Background Information

Enter this code » Verify

Into the verify box »