Event

Client vulnerability - the challenge for advisers

The first in a series of webinars following the release of our latest research, the Book of Stories 3.0

14th Jul 2022 10:00 am Virtual

Register now

Eligible for 45 minutes CPD

Mike Kennedy from Threesixty services LLP will give a presentation on Advice firms and client vulnerability which will then be followed by a panel discussion to discuss how external factors, including the pandemic, has exacerbated the number of vulnerable people and how it's not always obvious to spot.

There will be an opportunity to take part in polls and ask questions throughout the webinar.

Our panel

  • Adam Benzimra, National Sales Manager at Charles Stanley 
  • Tsitsi Mutiti, Investment Manager at Charles Stanley
  • Mike Kennedy, Risk Management Consultant at Threesixty services LLP 
  • Neil Clarke, Director and Independent Financial Planner at Lucas Fettes Financial Planning.

Latest insights

Knowledge
Book of Stories 3.0
The third instalment in our Book of Stories series seeks to help advisers support evolving client needs, and understand what it means to work with the next generation of clients.
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