Working with Vulnerable Clients.
We provide court appointed deputies with a valuable source of financial planning and investment expertise when dealing with the financial needs of vulnerable clients. Whether the award is as a result of the loss of mental capacity or a serious personal injury, we take time to listen.
As specialists in working with vulnerable individuals we understand the challenges and frustrations that can come with protecting financial assets. Our Court of Protection adviser Philip Bowden-Pickstock deals specifically with vulnerable individuals in later life. Accredited by the Society of Later Life Advisers (SOLLA), he offers you peace of mind when looking for wealth management advice for you, someone you know or your client.
We also understand that providing advice to these individuals and or their families requires a specific skill set. We are particularly aware that clients at this stage in life may be vulnerable to exploitation or find financial matters confusing and stressful. We pride ourselves on our empathetic approach and our ability to explain matters in a clear and simple way.