We are a proud supporter of the Financial Vulnerability Task Force

Almost everyone will find themselves in potentially vulnerable circumstances at some point during their lifetime. This means that our clients can be experiencing a vulnerability too.

At Wealth Experts we care about our clients and their families. That’s why we have signed up as a supporter of the Financial Vulnerability Task Force initiative, as a way of showing our clients and those looking for an adviser, that we are a “safe pair of hands,” and continue to be committed to those in vulnerable circumstances.

The Financial Vulnerability Taskforce is a newly created independent professional body covering the Personal Finance, Insurance and wider Financial Services Sector. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.

Whilst speaking about becoming a supporter of the initiative, Paul Darley, Managing Director said, “I am proud to offer our services to those who have found themselves in a vulnerable financial situation, and are looking for guidance and advice, whether that be new or existing clients. It’s an opportunity to become united with other firms across the nation, with the hope to change the public’s perception through how we consciously deal with those who are in an unfortunate circumstance when it comes to finances.”

Paul added, “Wealth Experts is a judge-free zone, where our specialist team can help you take control of your finances, whatever your situation may be. We’ll help you to put your financial future first, guiding you every step of the way.”

If you are seeking advice on how to take control of your finances and gain better peace of mind, we are here to help. To speak to one of our friendly, specialist advisors, please do get in touch here.

You can find out more information about the Financial Vulnerability Task Force here.