Supporting Vulnerable Clients
At Real Wealth, we believe every client deserves clear, fair and compassionate financial advice—especially those who may be more vulnerable to harm. We are committed to recognising vulnerability, responding with empathy, and adapting our service to ensure every client feels understood, respected and fully supported throughout their financial journey.
Our Commitment
Vulnerability can affect anyone at any time. Whether temporary or long-term, it can influence how a person engages with financial decisions and the support they need from us.
Our promise is simple:
What We Mean by Vulnerability
Vulnerability often falls into one or more of the following:
Health
Physical or mental health conditions, cognitive impairments, terminal illness or addiction.
Life Events
Bereavement, relationship breakdown, job loss, caring responsibilities or other major transitions.
Capability
Reduced financial knowledge, low confidence, difficulty understanding complex information or digital exclusion.
Resilience
Low financial resilience, debt, income shocks or difficulty absorbing financial setbacks.
How We Support Vulnerable Clients
We tailor our service to the unique needs of each individual. Our support may include:
Modifying our approach to communication
Flexible Appointment Options
Enhanced Care and Safeguarding
While Real Wealth is a digital-led business, and many clients benefit from the ease and transparency of our Real Wealth Portal, we recognise that digital isn’t the right fit for everyone — especially where vulnerability creates barriers.
For that reason, we always offer flexible alternatives.
If You Need Extra Support
We encourage clients to tell us if there is anything at all that might affect how they make decisions or how they’d like us to communicate.
No matter the circumstance, our role is to support you without judgement and to ensure you feel comfortable, informed and empowered.
If you would like to discuss any support needs, please contact your adviser or our Client Care team.
How We Support Vulnerable Clients
We tailor our service to the unique needs of each individual.
Let’s talk about
your life – not
just your finances
We’re here to help you live the life you want — with the confidence that your financial plan is clear, structured, and fully aligned with what matters most to you.
