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Client Vulnerability
As Financial Planners, our roles is to ensure that we can provide financial planning to the highest standard whatever the circumstances of our clients, some of whom can sometimes find themselves in a vulnerable situation, more so in the last 24 months.

How do we identify those clients and how do we adapt to those situations so the outcome of advice remains positive regardless of our clients personal circumstances.

We take a look at vulnerability within the world of financial planning.

01:07:00

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Speakers

Marina Gabas
Operations Director @Herbert & Webster
Marina Joined the team in March 2013 to help ensure the smooth running of the office. After working for large corporations in the leisure and banking sectors, Marina was draws to the opportunity of working within a small but motivated teams. As Herbert and Webster has grown so has Marina's role within the business.
Stewart Stretton Hill
Senior Associate Solicitor @Irwin Mitchell
Stewart Stretton-Hill is a Senior Associate with Irwin Mitchell and specialised in Private Client law in 2007, following 7 years in Personal Injury. Stewart is a member of the firm’s Later Life Segment and chairs the Elderly & Vulnerable client technical committee. As well as advising on wills, probates, tax mitigation and trust structures Stewart has a particular enthusiasm for advising Attorneys and Deputies on their duties and conducts applications in the Court of Protection focussing on tax-planning for those lacking mental capacity. He also provides training to financial institutions on their obligations under the FCA regulations and practical guidance for working with vulnerable clients. As a Dementia Friends Champion Stewart is also keen to help those living with dementia and their families to ensure they can obtain the best care and live as well as possible.