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.
My experience has been very good, especially the personal help from Philip Bowden-Pickstock
I was very happy with the service that Dartington provided with respect to our new mortgage and I have already recommended them to a friend
I have always been very satisfied with the advice and service I receive from them
My adviser Chris Galpin is very good at explaining how our investments and pensions work, and he is always available should we need advice
We used the services of the Chris Galpin and I cannot rate his helpfulness, knowledge or patience highly enough. He very efficiently soughted out the best mortgage for us and then got on with the application process with the minimal amount of fuss. Nothing was too much trouble and I will be using him in the future
All our dealings to date have been excellent, they have listened to our requirements made suitable suggestions and implemented them in a friendly and professional manner
I have had honest advice and when my husband died they did all the necessary paper work for me very swiftlly and did not charge. A friendly professional firm who quickly understand your needs – no hard sell – your protection paramount
I get a good personal service from an experienced and thoughtful person whom I have known for 30+ years, and trust. That’s very valuable to me even when we don’t entirely agree on priorities! He also advises me on things I need to get around to doing, and I usually follow his advice
I have been with Dartington since before they were Dartington, and the level of service has continued at the same high standard
They were recommended to me and I have already recommended them to others. They are good at explaining things in a way I understand
Never had any problems. Friendly consultancies
I trust my adviser
The financial adviser I have dealings with has been excellent over the years