As your financial adviser, we respect the trust you place in me to look after your money. Therefore, we believe that we have a moral duty to act in your best interests, whatever circumstances you may find yourself in. As a member of the Financial Vulnerability Taskforce, we will treat you and your family with sensitivity and compassion, if you ever find yourself in difficulties.  

The Financial Vulnerability Taskforce was founded in 2018. It is an independent and inclusive representative body, supported by leading professional bodies. We have adopted their Charter and agreed to abide by nine commitments. 

Be reassured that, whatever circumstances you may face, I will use my best endeavours to provide practical advice, and compassionate support.  

Learn more about the Financial Vulnerability Taskforce and the nine commitments. 

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