Client vulnerability is an extremely sensitive area of client care and requires a careful and responsible approach.
Join Managing Director, Mark Brown, as he discusses this area with David Mulholland. Their conversation covers the different types of client vulnerability and the issues with identifying them, as well as how each of our professions should be working with one another to create a suitable joined-up service for the client.
David is a Business Development Manager at Brooks MacDonald, who are one of our trusted investment panel. He specialises in Court of Protection.
To find out more about Brooks MacDonald, please visit their website.
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Lucas Fettes Financial Planning® is a registered trading name of Lucas Fettes & Partners (Financial Services) Limited, who are independent financial advisers authorised and regulated by the Financial Conduct Authority (FCA number: 146279). Financial Conduct Authority regulation applies to certain regulated activities, products and services, but does not necessarily apply to all tax planning activities and services.
