Breathe Financial Management Ltd

Our Vision & Values

Money Carer is a national social enterprise established in 2009, driven by a deep commitment to empowering vulnerable adults across the UK. We strongly believe in fostering independence and financial security for individuals who are unable to manage their own finances due to various challenges. Our core values are:

• Client-centeredness: We prioritize the needs and aspirations of our clients, promoting their autonomy and control over their finances.
• Innovation: We continuously develop and refine our services and technology to provide the most effective and accessible solutions.
• Collaboration: We partner with local authorities, care providers, families, and other stakeholders to maximize our impact.
• Transparency: We operate with open and honest communication, ensuring accountability and building trust.

Our Expertise

Money Carer offers a comprehensive range of services that address the diverse financial needs of vulnerable adults. Our expertise includes:

Appointeeship Services

• Comprehensive Appointeeship Plan - Providing overall financial management for clients with complex needs.
• 'Light Touch' Appointeeship Plan - Offering limited intervention for clients with simpler financial situations.
• Care Home Based Appointeeship Plan - Supporting residents in care homes to manage their day-to-day finances.
• Bulk Appointeeship Transfers - Efficiently transferring financial management responsibilities from care providers to our organization.

Financial Management

• Money Management - Guiding clients with budgeting, bills payment, and financial planning.
• Direct Payments - Ensuring timely and secure payments of essential expenses.
• Family Services - Supporting families in managing finances on behalf of vulnerable loved ones.

Technology & Innovation

• Robust, secure online banking platform with Cashplus Bank for seamless account management.
• Mobile App - Accessible and user-friendly app for clients and their families to track finances on the go.
• Continuous technological advancements to enhance our services and client experiences.

Our Reach & Partnerships

Money Carer is proud to collaborate with:

• Over 100 local authorities across the UK.
• 200+ law firms actively supporting vulnerable clients.
• Numerous care providers and NGOs.
• Department of Work & Pensions (DWP).