Money Advice | Debt Advice | Training | Consultancy

IMA Money Adviser of the Year

About

Us

About

Money Saviour was established in 2011 to provide flexible access to money advice services.  Expert help to deal with debt, welfare benefits, personal money coaching, training and consultancy.

 

We're a Community Interest Company (CIC) which is a company with social value. We're really proud of this. 

We specialise in handling complex money problems and providing effective solutions so people can become better at managing money, making them feel happier, healthier and more productive.

We work with companies to offer these services for the benefit of employees and tenants.

Why It Matters

 

Money worries are a leading cause of stress, affecting mental health, impacting on workforces, proudctivity and general wellbeing

Employees are often unable to take time off to access existing money advice services

 

 Generic money guidance is available, but navigating this alone can be daunting. Our clients prefer to speak to an adviser face to face in a friendly, familiar and confidential setting

By using us, residents will be able to manage their housing costs more effectively, sustaining tenancies and allowing families to remain in their homes

Employers will benefit by making sure their workforce get the right help at the right time. Studies have shown that this will lead to reduced absence, increased productivity and a healthier, happier workforce

Why Us?

We have over 20 years’ experience in the money advice sector, with experience working from all of the major money advice firms

Providing a quality personal, face to face service to each individual client is at the heart of what we do

We are an ethical company. We do not take any referral fees and do not sell financial products. This allows us to provide independent, impartial, best advice for those seeking solutions

We help everyone, from the financially excluded to well paid workers wanting to make savings on their household budgets

We work innovatively within companies providing immediate access so people can get the right advice when they need it.

 

 

What 

We

Offer

Money Advice

We work to help people have a better understanding of their money

  • Income maximisation

  • Advice on benefits -eg  tax credits, Universal Credit

  • Help with benefit claims, appeals and representation at Tribunal

  • Budgeting 

  • Energy efficiency & switching supply

  • Set and achieve money goals

Debt Advice

We specialise in solving debt problems and stabilising income.

  • Help with bills

  • Debt Management Plans

  • Debt Relief Orders

  • Bankruptcy

  • Insolvency advice 

 

Accredited by the Institute of Money Advisers (IMA) Certificate in Money Advice Practice (MIMA Cert)

FCA Registered: 618806

Our debt advice services are only available in house via contracting companies, we are unable to assist with self referrals.

 

        Training

Delivered by a specialist trainer to individuals and groups covering all aspects of money & debt advice

We work with individual organisations to provide bespoke courses.

Financial wellbeing workshops

 

We train advisers & staff to have up to date knowledge in all money and debt topics.

 

Popular courses include our ‘Money MOT’ ‘Introduction to Money Advice’ and ‘Dealing with Debt’

 

Sessions available from full day courses to lunchtime sessions and bitesize learning

 

                 

Expertise in  financial wellbeing, fuel poverty, child poverty, financial inclusion and anti-poverty strategies, money advice, debt advice delivery

 

We work with media to highlight local and national issues and campaign for change

 

Our media credits include television appearances Week In Week Out, X Ray, Red Dragon radio, Radio Cardiff, The World Tonight

 

We work with organisations to ensure best practice, the provision of financial wellbeing and implementing money advice services

Puplic speaking engagements at meetings and corporate events

Consultancy

How It Works

We work with companies to create personal debt and money advice packages offered in house to tenants & employees

We work on a fixed fee basis charged to contracting companies with competitive rates

We do not charge individuals for debt advice or casework, meeting our core value that those with problem debts should not be further burdened

 

We are not able to provide debt advice to consumers who contact us directly outside of contracting organisations, we will however assist in finding free sources of help 

Legal information

Licensed by the Financial Conduct Authority to provide Debt Counselling, Debt Adjustment & Credit Information Services

Accredited by the Institute of Money Advisers.

 

Certificate of Practice in Money Advice

Debt Relief Order Approved Intermediary 

Professional Indemnity & Public Liability Insurance

Member of Advice UK & the Institute of Money Advisers (IMA)

Who We Work With

Authorised and regulated by the Financial Conduct Authority - FRN:618806

 
07969 164283
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WHAT PEOPLE SAY

Mr P, Newtown

Sorcha helped me with my PIP appeal. I was very happy to have someone to deal with this for me as it was really overwhelming. She dealt with all of the paperwork and came to the Tribunal. We won the case & I had lump sum back.  Very happy.

Asim Ilyas, Bristol

Well connected & well respected, it's always a pleasure to work with Sorcha. Her pioneering work in 

establishing Money Saviour CIC and making the venture a success is a great example of innovation to the advice sector. Highly recommended.

Mrs L, Newport

I can finally see a way forward after living with debt for years. Very professional ,really put me at ease. Sorcha helped me with every step and set up manageable payments for me. Would definitely 

recommend.