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We work with Social Workers, Support Workers, Carers, Local Authorities, Care Organisations, Hospital and Residential Homes to accept referrals.  Our Appointeeship daily money management service provides a trusted, independent and accountable service that places Adult’s welfare at the heart of what we do.  We also provide support to associated Social Care professionals, Health Care professionals and circles of care to benefit the Adult.

 

How to Refer an Adult

​We understand and appreciate time constraints so have ensured referrals can be carried out quickly and in a straightforward manner.  Referrals can be made via:-

 

  1. Electronic Online Referral;

  2. Paper Referral Form;

  3. Telephone call;

  4. Email with a synopsis;

 

We have made the process very straightforward:-

 

 

OPTION 1- Electronic Online Referral (Computer, Tablet/Ipad or Mobile Phone)

Click on the "Online Referral" button below. This will take you to the electronic referral page.  Please complete the form with details of the Adult to the best of your knowledge.  It will take about 10 minutes.  Once the form is filled in, click “submit” and the form will be sent to us. You will receive a message to confirm it has been sent. We will respond to new submissions within 24 hours to confirm the referral is accepted.

 

 

OPTION 2- Paper Referral (Print off or complete online)

Click on the "Paper Referral Form" button below.  This will open up an editable PDF document on your computer screen.  This can be completed on the computer, saved and then emailed to us. Or, the form can be printed and completed with the information needed in pen.  Please do not forget to sign “Page 4”.

 

A policies and procedures document is also attached to read and sign "Page 9".

Please then scan in the referral form (4 pages total including signed "Page 4") and "Page 9" (back sheet of the policies and procedures document) and email it back to us at info@financecareservice.org.

We will respond to new submissions within 24 hours to confirm the referral is accepted.

 

 

OPTION 3- Telephone Call

We are available on the telephone between 9.00am and 6.00pm weekdays.  Please telephone 0161 973 5759 and ask to make a new referral.  We will need details of the Adult being referred and those associated, in addition to details of finances and outgoings.  Telephone referrals take around 15 minutes and can be scheduled to suit you.  We offer a call back service.  

 

Following the telephone referral a form will then be emailed to you for confirmation the details are correct and your signature.

 

 

OPTION 4- Email Synopsis

Please send an email synopsis.  We will your contact details, details of the Adult being referred and those associated, in addition to details of finances and outgoings.  Please ensure that any sensitive information sent is via secure email such as Egress or your own in-house software.  Please send your email to info@financecareservice.org.

 

Following the referral email a form will then be emailed to you for confirmation the details are correct and your signature.

 

 

We aim to make the referral process as straight forward as possible.  If you have any questions about any of the methods please telephone us on 0161 973 5759 and we will talk you through it.  We are always pleased to hear from people making suggestions as to how we can make referrals easier so please feel free to get in touch if you have any suggestions.

Refer an Adult for Corporate Appointeeship