Step 1

You send us a referral

Sometimes your customers will be struggling with money and just need the right person to help. That’s when you refer them to us.

Step 2

We talk to the individual

We pick up the phone or talk to them online – whatever they prefer. Our team are friendly, down-to-earth and kind. We take the time to listen properly.

Step 3

We make an assessment

With intense training in benefits and grants, our team know exactly what's available and who might be eligible. We can also advise on energy and water savings.

Step 4

We explain how to claim

We walk people through how to get paid. Whether it’s £20,000 in backdated benefits or an extra £10 a month, we explain things simply and clearly.