Loveday & Partners adopts the Financial Vulnerability Charter

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We aim to identify and treat clients and prospective clients who may be considered as being vulnerable by virtue of their age, disability, or circumstances.

Although vulnerability can come in many forms, it is important that such individuals are dealt with appropriately, fairly, and consistently.

We are committed to making sure that we treat any vulnerable client as an individual. We will do this by being:

  • Flexible in our approach to client communications
  • Empathetic to any specific needs or concerns they have
 

We will provide training all our staff to identify the key indicators of vulnerability and providing appropriate support and solutions for vulnerable clients.

 

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