Advice First Aid Referral | Citizens Advice Test Valley

Please note: AFA Referrals can only be completed by an Advice First Aider and not by the referred client themselves.

Your Details

Advice First Aid Organisation *

Your first name *

Your surname *

Your direct email address *

Your direct contact phone *

The Client

Client Name *

Client Email Address

Client Phone Number

Please tick all of the following that apply *

The client lives in Test Valley

The client consents to being referred, and to Citizens Advice Test Valley storing information about them and their situation (our privacy policy is available at https://testvalleycab.org.uk/privacy-policy/

If a phone number is provided, the client consents to us leaving them voicemails and sending texts

Reason for referral - Please Note due to GDPR regulations we cannot process information about a third party (e.g. another family member) so only include information about the person being referred. Please include any applicable deadlines. *

We aim to take action within 5 working days but will be unable to follow up with you without the clients express consent. Please be aware that at times of high demand contact may take slightly longer.

Date *

Thank you for your referral. It has been sent.

There was an error trying to send your referral. Please try again later.

How we use your data for advice

This section covers how we use your data to provide you with advice.

For general advice and nationally funded advice programmes please see the national Citizens Advice privacy notice.

How we collect your information

Information is collected via a ‘Welcome Sheet’ which is completed by you or on your behalf by an Adviser when accessing the service.

Information can also be collected via an ‘email enquiry form’ found on our local website or verbally via the Adviceline telephone service.

What information we collect

We’ll only ask for information that’s relevant to your problem. Depending on what you want help with, this might include:

your name and contact details – so we can keep in touch with you about your case
personal information – for example about family, work or financial circumstances
details about services you get that are causing you problems – like energy or post
details of items or services you’ve bought, and traders you’ve dealt with
information like your gender, ethnicity or sexual orientation

If you don’t want to give us certain information, you don’t have to. For example, if you want to stay anonymous, we’ll only record information about your problem and make sure you’re not identified.

What we use your information for

The main reason we ask for your information is to help solve your problem. We only access your information for other reasons if we really need to – for example:

for training and quality purposes
to investigate complaints
to get feedback from you about our service
to help us improve our services

All advisers and staff accessing data have had data protection training to make sure your information is handled sensitively and securely.