If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424
or email us at [email protected]
Vulnerable clients toolkit
Resources to help your clients make informed decisions.
Supporting vulnerable clients
Navigating the world of investments can be complicated at the best of times, but for clients with vulnerabilities these challenges can be greater still.
At Brooks Macdonald, we are committed to supporting you and your clients throughout the investment journey. That’s why we have collated a bank of resources help you tackle the issues behind vulnerability and easily guide your clients through all manner of financial scenarios.
FCA’s guidance on vulnerable customers
Read more on the FCA’s work on the fair treatment of vulnerable customers, how it affects your firm, and their guidance on supporting clients in vulnerable circumstances.
Drawing up a policy for vulnerable clients
This article explores the importance of having a vulnerability policy, as well as offers guidance on what this policy can look like and how to implement it.
Age UK
The UK’s leading charity for older people offers substantial research on later life matters including financial resilience in retirement.
Money and Mental Health Policy Institute
Founded by Martin Lewis, this charity is focused on advancing the understanding of mental health, financial capability and the relationship between the two.
Get in touch
Request a consultation
If you’d like to learn how we can help plan for the future you would want, click the button below and a member of our team will be back in touch to arrange a free consultation.
Contact us
Call us on 020 7499 6424
or email us at [email protected]
