Financial Vulnerability Taskforce
W. T Independent Financial Planning Ltd are proud to be registered with the Financial Vulnerability Taskforce and sign up to their Charter. (https://www.fvtaskforce.com/)
The Financial Vulnerability Taskforce is a newly created independent professional body covering the Personal Finance, Insurance and wider Financial Services Sector. Its ultimate purpose is to promote greater UNDERSTANDING, encourage appropriate BEHAVIOURS and establish GOOD PRACTICE in respect of consumer vulnerability.
For a guide on how financial planning services use the Charter click here
For a consumer guide to the Charter click here