Rethinking vulnerability – identifying good practice

In this episode of the podcast, we are talking about rethinking financial vulnerability and identifying good practice for assisting clients in vulnerable circumstances.

We are joined by Robin Melley, Managing Director, Matrix Capital Limited and 2020 winner of the Chartered Financial Planner of the Year Award, and Tony Miles, Business Development Consultant of the Personal Finance Society and Technical Director of Care Navigator My Care Consultant, both of whom are members of the Financial Vulnerability Taskforce.