The session covers identifying vulnerable clients, catering to their needs, current rules, investment risks, and a real-life case of supporting them through litigation and settlement.
In the training, we will cover what defines a ‘vulnerable client’, who the key vulnerable groups are, and how you can cater for them fairly and effectively. We will take you through the latest rules and policies and show you how to recognise your clients’ needs and understand their mindset at various stages of settlement. The team will also explore the important relationship between risk and reward when investing for vulnerable clients and take you through a real-life case study where a vulnerable client has been supported through the later stages of litigation and into life after settlement.
Ashley joined Frenkel Topping in 2017 as part of the graduate scheme and now serves as a Consultant. Her responsibilities include supporting clients throughout litigation and providing financial advice post-settlement. Ashley holds the Diploma in Regulated Financial Planning and aspires to become chartered. Ashley finds working with clients inspiring.
Ashley joined Frenkel Topping in 2017 as part of the graduate scheme and now serves as a Consultant. Her responsibilities include supporting clients throughout litigation and providing financial advice post-settlement. Ashley holds the Diploma in Regulated Financial Planning and aspires to become chartered. Ashley finds working with clients inspiring.
Danielle is Group Business Development Manager with over a decade’s experience in the Personal Injury and Clinical Negligence sector. She has a background in marketing and fundraising gained whilst working for both a national law firm’s Personal Injury team and the Child Brain Injury Trust. This has made Danielle passionate about making a difference in the lives of those affected by trauma.
Danielle is Group Business Development Manager with over a decade’s experience in the Personal Injury and Clinical Negligence sector. She has a background in marketing and fundraising gained whilst working for both a national law firm’s Personal Injury team and the Child Brain Injury Trust. This has made Danielle passionate about making a difference in the lives of those affected by trauma.
