What Is a Seek and Refer Service?

At Money Ambulancewe operate as a seek and refer service. This means our role is to collect information about your financial claim and connect you with a regulated solicitor who can advise you on your rights and options. We do not provide legal advice or handle claims ourselves — instead, we help you take the first step.




How a Seek and Refer Service Works



1. Register your details

You complete our simple online enquiry form and connect your bank account via open banking. We gather details about your finances, such as loans taken out, affordability, overdraft usage etc



2. We Assess Your Information

We review the details you provide to determine if you may require specialist support from a solicitor. We do not provide legal advice — this is simply to understand whether your issue is suitable for referral



3. We Refer Your Case to a Regulated Solicitor

If your enquiry is suitable, we pass your information to a regulated solicitor who specialises in financial claims. They will contact you directly to discuss your situation, explain your legal rights, and confirm whether you have a claim.



4. The Solicitor Advises You — Not Us

The solicitor will explain:
Whether you have a valid claim
How the process works
What evidence may be needed
Their terms and fees
You decide whether you want to proceed. There is no obligation



Is the Service Free?

We may receive a fixed referral fee from the solicitor if your case is taken on and is successful.



Why Seek and Refer Is Useful

Fast and easy first step – no need to search for a solicitor yourself
Your information goes directly to a regulated specialist
No pressure and no obligation
Secure and confidential process
It’s a straightforward way for people to get the right help quickly.