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Checklist
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SW Helping
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  • What it is

  • Who it is for

  • Managed service

Qs & As
  • Common Questions & Answers

  • Why an Appointee

Policies
  • Referrals Policy

  • Appointeeship Policy

  • GDPR Policy

About Us
  • Our Expertise

  • Where we came from

  • Improving lives

Corporate Appointeeship
Daily Money Management
  • Department for Work & Pensions

  • What we help with

  • Role of an Appointee

  • Bank Accounts

Social Workers & Support
How we Operate
  • Our Ethos

  • Everyone's an Individual

  • Safeguarding

  • Financial Management

Referrals
How to Make a Referral
  • Online referral

  • Paper referral Form

  • Via Telephone

  • Via Email

About Us, DWP Appointeeships & Daily Money Management

About Us 

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Established in 2020, we provide daily money management and financial safeguarding services for vulnerable adults. We represent individuals who are, or have previously been, under the care of Local Authorities and NHS Trusts across England and Wales.

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We deliver a national service designed to protect financial wellbeing, promote independence and ensure that each individual’s money is managed in their best interests. Our services include paying bills, safeguarding against financial abuse, negotiating with creditors, claiming and managing benefit entitlements, overseeing financial assessments and care contribtions along with providing guidance to support appropriate and meaningful spending decisions.

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Working Together to Make a Difference

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We work closely with Social Workers, Care Providers, Residential Homes, Hospitals, Local Authorities, Care Professionals and Family Members to address financial needs and achieve positive outcomes.

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Every adult we represent receives regular assessments to ensure their individual circumstances, needs and aspirations are fully understood. This enables us to adapt our support as circumstances change, putting practical strategies in place to enhance quality of life, promote personal enjoyment and deliver positive outcomes for the individuals we support and those around them.

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Our Values


From the outset, our aim has been to provide a service that is responsive, supportive and caring. These values underpin everything we do. We take great pride in supporting the adults we represent and working alongside their wider circles of care to provide reassurance, stability and effective management of benefits.

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We understand the challenges and pressures that can arise when individuals are unable to access or manage their welfare benefits, as well as the wider difficulties this can create for them, their families and those responsible for their care. Our role is to help navigate these challenges with compassion, responsiveness, professionalism and a clear focus on each individual’s best interests.

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How We Can Help


Our website provides further information about our trusted DWP Appointeeship Service, the support we offer and how to make a referral.

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We invite you to explore our website and learn more about how we can help. If you have any questions or would like to discuss how our services could support someone in your care, please feel free to get in touch. We would be delighted to hear from you.

©2021 THE FINANCE CARE SERVICE is a trading name of Finance Care Service Limited (a company registered in England and Wales registration number 12252002). The list of Directors is open to inspection at our registered office.  

Atlantic Business Centre, Atlantic Street, Altrincham, Cheshire, WA14 5NQ

0161 973 5759

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