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The Money Marketing Podcast is your ultimate destination for insightful discussions on all things finance! 🎙️ Join us as we delve into the latest market trends, investment strategies, personal finance tips, and expert interviews. Get ready to expand your financial knowledge and make informed decisions! 💡💰 #Podcast #FinanceTalk #MoneyManagement

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In this special episode of the Money Marketing podcast, chief reporter Lois Vallely talks to Hannah Coffey, vulnerability and client assistance manager at St James’s Place, and Zoe Taylor, chartered financial planner at Lawrence Neil Wealth Management. They discuss how advisers can spot vulnerability among clients, as well as what they should be doing to help clients in vulnerable circumstances.

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