Treating a vulnerable client – in practice

I recently worked with a client named Jayne.

Her husband had passed away, and as in so many marriages, he’d always been the one who looked after their finances. She found herself having to take up the reins. Then a friend recommended an accountant, and she asked them to help.

To cut a long story short, the accountant made quite a mess of things. In the first year working with them Jayne overpaid on tax and didn’t have a clue until she was contacted (how very good of HMRC). She then had to manage the process of seeking a refund.

At this point she realised she needed someone to give her a holistic approach of her finances, and that it wasn’t an accountant she needed, but a financial adviser.

This is where I come onto the scene.

Find out more on Nucleus’s illuminate blog.