Free Webinar with Fraser and Fraser

Vulnerable Clients –
​​​​​​​Who, what and why?

​​​​​​​​​​​​​​Heledd Wyn is a Partner specialising in private client services and long-term care, based in Bristol. With extensive experience in future planning, private wealth, and Court of Protection matters, Heledd provides expert guidance on Wills, Powers of Attorney, long-term care, and asset protection for both individuals and business owners. She is also a trusted advisor on inheritance tax planning and trusts.

Wednesday, 15 January  2025| 10:30 AM GMT

About The Webinar

We're excited to welcome back guest speaker Heledd Wyn,  who will be discussing the topic of Vulnerable Clients – ​​​​​​​Who, what and why?

Heledd will explore:
​

  • What is a vulnerable client? 

  • How do you recognise them?

  • What practical steps and measures should you take when dealing with vulnerable clients?

Webinar Presenters

  • Nick Howitt

    Webinar Host

  • Heledd Wyn

    Webinar Host

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