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Supporting the needs of all our clients
We support the needs of all our clients. Whether you have health issues, accessibility needs, or are going through a particularly difficult time, we are here to help.
Health issues
We can help if your health is affecting your ability to contact us or manage your investment, whether it's a new diagnosis or an ongoing issue.
about Health issues Find out moreAccessibility support
We understand that there will be some clients who have lower levels of confidence in managing finances due to a lack of digital knowledge or learning difficulties.
about accessibility support Find out moreLife events
We understand that life events will have an impact at some point during your journey with us. These life events will likely cause you additional stress and upset.
about life event support Find out moreUseful information
Discover a list of the most common queries we are asked by our clients and what they may encounter in their life throughout their journey with us.
about our most common queries Find out moreTell us what you need via our self disclosure form
Sharing your needs helps us understand how best to support you. Whether it’s extra time on calls or involving someone you trust, we’ll work with you to make things easier.
Access the formLooking for something more specific?
We’re here to help. So, if you can’t find what you’re looking for, please get in touch and we'll do our very best to help you.