Burton & Fisher sign up to the Financial Vulnerability Charter

The team at Burton and Fisher are delighted to have signed up to the Personal Finance Societies (PFS) – Financial Vulnerability Charter.

What is the Financial Vulnerability Taskforce?

The Financial Vulnerability Taskforce is a newly created independent and inclusive representative body covering the personal finance sector. Its ultimate purpose is to promote greater understanding of vulnerability, encourage appropriate behaviors and establish good practice amongst personal finance professionals in respect of people who find themselves in vulnerable circumstances.

A safe pair of hands when you need them most!

Vulnerability is something that can affect us all; through unexpected events such as illness, loss of employment, divorce or even the sudden acquisition of wealth through inheritance or a lottery win.
While some health issues can lead to permanent vulnerability, fortunately in most cases it is a temporary phenomenon. But when it happens, you need to be assured that the professionals who support you fully understand its consequences and how best to continue to provide the highest quality service in these changed circumstances.

When financial planning and advice firms and individual advisers commit to the Charter, they agree to abide at all times to the nine commitments.

Click on the link below to find out more –

Financial Vulnerability Charter