Protecting Vulnerable Customers

We aim to identify and assist customers who may be considered vulnerable by virtue of their age, disability, or other circumstances. We have a Lonsdale Services Vulnerable Customer Policy. Our Lonsdale Services Customer Charter also recognises vulnerability. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Customer Care at the National Professional Adviser Awards.

We provide vulnerable customer training to all our colleagues. Our Lonsdale vulnerable customer group provides guidance on new regulations, so we always put our customers’ interests first. Lonsdale Services shows a commitment to understanding vulnerable customers by being a member of SOLLA – Society of Later Life Advisers. Allan Ross our independent financial adviser in Ware is SOLLA accredited.

Lonsdale Services was the first financial adviser in Hertfordshire to become a corporate partner of the Alzheimer’s Society. We have two Dementia Champions who have trained other colleagues and we have a Dementia Friend in most of our offices. Lonsdale colleagues have raised over £10,000 for the Alzheimer’s Society in several organised fundraising activities.