Client Referrals

Debt & Money Advice

We have a qualified team of expert advisers to help you and your clients with debt and money advice issues.  To arrange an appointment, please use the form below.  We aim to contact clients within five working days.

Referral Consent

Please share the following information with the client
When we record and use your personal information we:

  • only access it when we have a good reason
  • only share what is necessary and relevant
  • and don’t sell it to commercial organisations.

We need to record information about you to help with your enquiry. We have a legitimate interest to do this. Please let us know if you’d like more information about how we’ll use your data.

This referral portal is for the use of third party/agency referrals only. Please complete the form and we will aim to contact the client within 5 working days.

If you are a client trying to access advice - please contact our Advice-line on 0808 278 7940 or alternatively you can access our webchat via
Citizens Advice Webchat Service

Referral Form