We place a huge focus on ensuring that we provide the most suitable advice and service for vulnerable clients.
This includes our Personal Injury & Court of Protection team which specialises in advising clients who’ve suffered catastrophic personal injuries or clinical negligence.
Our Private Client Advisers who also brilliant at identifying and working with vulnerable clients and many had undertaken additional specialist qualifications and training to improve their skills and knowledge.
In September, our Independent Financial Advisers in Scotland and Northern Ireland undertook a training session with Alzheimer’s Scotland, and they are all now ‘Dementia Friends’. This additional training should help them to be even more aware of dementia and have a better understanding of how to support clients with dementia.
Alan Weir, Senior Manager for Advisers in Scotland and Northern Ireland, said, “It was a thought-provoking session and was delivered in a very understandable way. This was about providing us with a greater understanding of this condition and will put us in a more informed position when we encounter it with clients and indeed also in our personal lives.”