Doing business in the right way

The Financial Vulnerability Taskforce

First Wealth are glad to be supporting The Financial Vulnerability Taskforce. The Taskforce is a newly created independent representative body that covers the personal finance sector with the ultimate purpose being to promote greater understanding, encourage appropriate behaviours and establish good practice in line with consumer vulnerability. 

Our commitment

We advocate The Financial Vulnerability Taskforce’s initiative to change public perception through the way we deal with individuals in vulnerable circumstances as well as addressing the unconscious reality of commercial conflicts of interest.

By joining the Taskforce, First Wealth has signed up to enact and support the nine statements in the Taskforce’s Charter. You can find their Consumer Guide here.

“First Wealth wants the best for our clients and the wider community, especially for those in vulnerable circumstances.  The Personal Finance Society (a professional body for UK advisers) had launched a Financial Vulnerability Taskforce and given that this strongly ties in with our company ethos we immediately joined.

 “The Taskforce aims to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability. As this is in line with First Wealth’s company values it is important for us to actively support such initiatives.”

– Claire Phillips, Compliance Director

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