THIS IS A DEMONSTRATION ASSESSMENT TOOL FOR THE USE OF IFAS AND FINANCIAL PLANNERS
Hello - please take a moment to read this
Welcome to our Vulnerability and Financial Resilience Assessment, a carefully designed tool created in line with the Financial Conduct Authority (FCA) guidelines to ensure fair treatment and support for all clients, especially those who may find themselves in vulnerable circumstances.
This assessment is here to help us, your financial adviser, to understand your unique situation better. By doing so, we can tailor our advice, services and communications to fit your specific needs, ensuring that you receive the most appropriate and empathetic support.
This assessment is a crucial step towards safeguarding your financial well-being and ensuring your needs are met with the utmost care and understanding.
Your Vulnerability and Financial Resilience Assessment
Throughout this assessment which takes approximately two minutes to complete, we invite you to reflect on various aspects of your life that may impact your financial decisions and wellbeing.
- Personalised: Your responses will guide us in offering more personalised advice and solutions that meet your specific needs.
- Empowerment: Gain insights into your current financial wellbeing, empowering you with the knowledge to make informed decisions.
- Privacy Assurance: Rest assured, your information remains confidential, shared only between you and your professional adviser. You will receive customised results instantly.
We're here to support you every step of the way. Remember, this assessment is a starting point for a conversation about your evolving needs and fair access to financial services.
Feel free to go through the assessment on your own, or with one of our team.
