Loveday & Partners adopts the Financial Vulnerability Charter

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.

 

Related Articles

Jilly and Helen reach a whopping £3950 in their efforts to raise vital funds for the Priscilla Bacon Hospice Charity!
Great effort Daniel, Josh & Harrison representing L&P at High Lodge for the Big C's Jingle Jangle 5K
Tandem skydive in aid of MIND, completed by Jonathan, Jake and Gemma our very own action heroes.
Rafael Bravo-French and Mark Loveday climb The Three Peaks for the CSF in 24hrs!

Contact us