Vulnerable Client Advisory Practice of the Year 2023

About the Award

The Vulnerable Client Advisory Practice of the Year award recognises a legal, accountancy or other relevant private client practitioner or team that specialises in navigating the complex issues that confront vulnerable clients and their families. The entry should include the percentage of the total work that this area of work represents. Please see the FAQs for the definition of a vulnerable client. 

Award Criteria

Focusing on the year 15 April 202214 April 2023 only, address all of the following five criteria: they are equally weighted.

  1. Demonstrate the development of knowledge and practice beyond the core disciplines in a way appropriate to the special issues arising when dealing with particular challenges presented by vulnerable clients, for example elderly clients, and their families.
  2. Provide specific examples of key cases (no more than three) that exemplify those handled over the relevant period, including matters that involved the understanding and management of the challenges facing advisors in a multicultural, multi-faith society, and that covered the range of legislative, welfare, financial and practice issues surrounding the care and advice provided to vulnerable people.
  3. Provide specific examples of the type of approach taken to gain the respect and trust of clients.
  4. Highlight the practice’s or practitioner’s range of competencies and knowledge in the vulnerable client context, such as specialist professional and academic qualifications, technical articles and papers.
  5. Demonstrate excellent technical skills and support for continuing professional development and education in this specialist field.