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Commerce and Industry

The Journal For Business to Business Marketing

Wealth Management firm enhances its support of vulnerable clients

Lincolnshire and Humber based independent financial services firm Forrester Boyd Wealth Management has enhanced its commitment to supporting vulnerable clients through the adoption of the Financial Vulnerability Charter.

Launched in January 2021by the Personal Finance Society, a Financial Vulnerability Taskforce which encourages financial service firms to adopt the Financial Vulnerability Charter. The Charter promotes 9 core principles that firms must commit to and practice within their firms.

Forrester Boyd Wealth Management has provided its advisers with extensive training in dealing with the financial matters of vulnerable clients. Vulnerability can manifest itself in a number of ways and our staff have been trained to identify and act appropriately where this is the case. 

Adoption of the Charter allows access to a wide range of subject matter in relation to such things as the latest regulatory guidance and scams targeting clients in vulnerable circumstances. It also promotes best practice in dealing with vulnerable clients. 

The aim of the Financial Vulnerability Charter is to reassure clients that firms who have adopted this standard are demonstrating that they are a trusted ‘safe pair of hands’.

Over the last 18 months we have seen an unprecedented rise in fraud and scams, many of these targeting vulnerable individuals. We have worked hard in helping to communicate these scams with clients to raise awareness and try to safeguard our clients and their financial interests. The Financial Vulnerability Taskforce is helping to drive more awareness in the industry to help to safeguard those clients vulnerable to these types of scams and fraud and we are only too happy to do our bit to help support and promote awareness and play our part in helping to tackle fraud.

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