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We are proud to announce that we are supporting the Personal Finance Society’s Financial Vulnerability Taskforce. We can all find ourselves in vulnerable circumstances at some point in our lives. By committing to the Financial Vulnerability Taskforce Charter, you can rest assured that whatever situation you find yourself in, our financial advisors will support you in a responsible and sympathetic manner.
What is the Financial Vulnerability Taskforce?
The Personal Finance Society (PFS) aims to benefit the Personal Finance Sector and consumers alike through the promotion of ethical behaviour and the highest standards of professionalism with regards to technical knowledge and client service.
The Financial Vulnerability Taskforce is a newly-created independent body seeking to promote understanding of vulnerability, encourage appropriate behaviours and establish good practice within the Personal Finance Sector.
The Financial Conduct Authority recognises that people in vulnerable circumstances are susceptible to financial harm, particularly when a firm is not acting with the appropriate levels of care. Vulnerable circumstances may include physical and mental health, life events, abuse and coercion and financial resilience and capability. Ultimately, they want all those working in the sector to be seen as ‘a safe pair of hands’.
What you can expect from us
At the heart of the initiative is a Charter detailing nine commitments. By agreeing to abide by this Charter, you can expect our financial advisers to:
- Make advice easier to understand
- Place your interests above all else
- Understand how your circumstances might make you vulnerable
- Not make assumptions about you
- Not label you
- Deal with you sensitively
- Adapt our processes and maintain your confidentiality
- Ensure our staff are knowledgeable and appropriately trained
- Take appropriate action if you are in harm’s way
Our advisers are highly qualified, and combined, have over 100 years of industry experience. We look forward to supporting you in whatever way we can, be it with investments, pensions and retirement, tax, trust and estate or later life planning.
Want to find out more?
For more information on the Financial Vulnerability Taskforce, please visit:
https://www.thepfs.org/about-us/initiatives/financial-vulnerability-taskforce/
or
https://www.thepfs.org/media/10125457/financial-vulnerability-taskforce-consumer-guide.pdf
Get in touch
For specialist financial advice or to arrange an initial no-obligation consultation via telephone or video, please telephone us on 01772 729 742. Alternatively, you can complete our online enquiry form, and we will give you a call to discuss your requirements.
