Refer a Client

At My Care Consultant, our core service is to provide care advice to people who need care, their family members and legal representatives, in order to help them navigate the care system as quickly and smoothly as possible.

We also operate a ‘care advice referral service’ for financial advisers who have clients in need of care.

How It Works

Here is the simple process of making client referrals to My Care Consultant via our Care Advice Service.

1. Send your client’s name and contact details to our helpdesk using the form on this page. Alternatively, email ask@mycareconsultant.co.uk or call us on (0)203 290 3110. If you prefer, your client can contact us directly, quoting your name.
2. We will then hold a free, initial, introductory call for up to 15-minutes with your client and/or their family members.
3. From there, if they want to, the client will be able to choose from our optional chargeable services; an in-depth Telephone Consultation (£195) or a bespoke Care Report (£395). We also offer Independent Financial Assessments for £50.
4. We will revert back to you following the free, initial 15-minute telephone call to let you know how the case is proceeding.
5. Following the free, 15-minute call, if your client wants to proceed with one of our chargeable services, we ask them to complete a fact-find. Full Telephone Consultations can usually be scheduled within a few days, Bespoke Care Reports take 10 calendar days.
6. If your client is self-funding, we will refer them back to you when they are ready to receive a recommendation around how best to pay for their care.

7. If you do not hold the necessary qualifications, we can refer your client onto a SOLLA accredited adviser for a ‘paying for care’ recommendation, and you will receive a referral fee. We will always speak to you first before making any referrals.