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Getting Advice & Support

Find out how to access free debt and benefits advice, and money support services
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Refer a Client

Information for professionals looking for help for their clients
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Volunteer & Paid Opportunities

Current job vacancies, and volunteering opportunities
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Commissioning a Service

Working in partnership with us, commissioning services, training courses and information for funders.
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Client Information

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How to get advice & money support
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Confidentiality, safeguarding, complaints and other policies
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Information for clients

Here is the information given to all new clients
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Data that you provide will be kept confidential to Money Advice Plus, except in certain circumstances in accordance with our confidentiality policy. (eg if a vulnerable person is in immediate danger, we may have a duty to act)
For more information see our website privacy notice

  • Website Privacy Notice

    Money Advice Plus’ website provides 3 ways that individuals can directly provide us with data: a “contact us” form, a newsletter signup, and an online chat portal. Contacts via these routes will be classified as coming from one of the following, & will be dealt with as set out below:
    • Potential Clients (ie a request for advice)
    • Referrers/ partners
    • Potential employees (eg enquiring about a job, volunteering opportunities)
    • Supporters
    Potential Clients:
    In the event that we reply to a request for advice by giving advice, then an individual is classified as a client. This means a record of the contact & advice given will be kept in accordance with our procedures. Our client privacy notice is here Money Advice Plus Client Privacy Notice.docx
    We follow our safeguarding & confidentiality policies, Confidentiality Procedure.docx
    This means there may be certain circumstances in which we do not keep information confidential (eg safeguarding).
    If we reply to an enquiry to say that we cannot help, or with signposting to another agency then data will be kept for only long enough for us to determine that we have dealt with the contact appropriately. (eg no longer than 12 months) Referrers/ partners
    Information will be dealt with & kept as appropriate and this is not personal data as covered by data protection act – unless it concerns a client (see above). Potential employees (eg enquiring about a job, volunteering opportunities)
    We will keep data only for long enough to determine that we have dealt with the enquiry as appropriate (usually no longer than 6 months). For more information our employee privacy notice is here Money Advice Plus Employee Privacy Notice.docx Supporters
    Individuals can sign up for our newsletter or contact us for more information. For more information our supporter privacy notice is here Money Advice Plus Supporter Privacy Notice.docx
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