YOUR CLIENT’S JOURNEY

SIX STEPS TO LIVING AGAIN

STEP BY STEP

After a client is referred to PayPlan we contact them by telephone or email, depending on their preference, and our specialist advisers ask them how they would like to progress with their assessment and advice.

There are six steps to supporting your client, from finding out the facts about their income to being in a debt option and receiving ongoing support.

STEP 1

Finding out the facts

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STEP 2

Assess, understand, advise

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STEP 3

Doing whats right

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STEP 4

Taking Action

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STEP 5

Back in Control

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STEP 6

Ongoing Support

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Together

We can make a difference

or call 01476 518 178