Vulnerable Clients
Learn about our policies and commitments to you
How we treat our Clients
Giliker Flynn aim to provide the highest quality advice, and excellent customer service to all of our Clients via our standard processes and service levels. However we appreciate that some of our Clients may need some extra care and additional support above our typical service levels. Ultimately our aim is to ensure every client has been provided with sufficient care to fully understand the advice provided and make decisions you are completely comfortable with.
How we assess Client Vulnerability
Every member of our team is trained to identify and acknowledge Clients that may need some additional support. Examples of circumstances that will cause us to give consideration to whether any adjustments are required in our normal processes include - - Health Physical disability, Severe or long term illness, Hearing or Visual Impairment, Mental health condition or disability, Addiction, Low mental capacity or cognitive disability. - Life Events Retirement, Bereavement, Income Shock, Relationship breakdown, Domestic abuse (including economic control), Caring responsibilities, Other circumstances that affect people's experience of financial services eg, leaving care, migration or seeking asylum, human trafficking or modern slavery, convictions. - Resilience Inadequate (outgoings exceed income) or erratic income, Over-indebtedness, Low savings, Low emotional resilience. - Capability Low Knowledge or confidence in managing finances, Poor literacy or numeracy skills, Poor English Language, Poor or non existent digital skills, Learning difficulties, No or low access to help or support.
Ways in which we can provide additional support
Examples of how Giliker Flynn help it's clients that require additional support and care with their financial planning, include - Home visits Face to face meetings Wheel chair access to our meeting rooms Inclusion of trusted family members Utilising Power of Attorneys Large font print Additional consultation meetings
Comfortable conversations
Whilst our team are trained to identify clients that may need extra care and additional support, please make us aware of any concerns you may have or issues you are dealing with, so we can ensure we can agree on the most appropriate way to help you throughout your advice journey.
Last updated: 7 November 2025