Richard Fraser: Applying the core values of the Samaritans to vulnerable clients

The stress of adapting to lockdown, the health concerns and the financial pressures create a toxic combination. Financial advisers, by the very nature of their role, will be faced with dealing with not only their own challenges, but those of their clients. Many clients are worried about the markets and their investments - they don't know whether to sit tight and see it out or make changes to their portfolio. More elderly clients have and continue to feel vulnerable to the potential effects, and their concerns are often compounded by self-isolation. There are also clients that been fur...