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Financial Vulnerability Charter

We can all find ourselves in vulnerable circumstances at some time in our lives, that’s why we are delighted to be one of 1000 firms who have registered as adopters of the Financial Vulnerability Charter which launched at the beginning of 2021.


A safe pair of hands when you need them most. Vulnerability is something that can affect us all; through unexpected events such as illness, loss of employment, divorce or even the sudden acquisition of wealth through inheritance or a lottery win.


While some health issues can lead to permanent vulnerability, fortunately in most cases it is a temporary phenomenon. But when it happens, you need to be assured that the professionals who support you fully understand its consequences and how best to continue to provide the highest quality service in these changed circumstances.


When financial planning and advice firms and individual advisers commit to the Charter, they agree to abide, at all times, to the nine commitments.


https://www.fvtaskforce.com/the-charter