Comentis has partnered with St. James's Place to provide access to our ground-breaking Financial Vulnerability Assessment, ensuring you can consistently identify and support potentially vulnerable clients or those in vulnerable circumstances. 

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Our clinically-backed assessments provide a simple and cost effective solution and can be easily included into your current advice processes, ensuring you meet the FCA's Consumer Duty guidelines.

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Our Financially Vulnerability Assessment allows you to:

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• Consistently and objectively identify potentially financially vulnerable clients in line with FCA guidance

• Produce a comprehensive report on potential financial vulnerabilities

• Link directly to SJP policies via techlink

• Works alongside all e-learning provisions

• Simply log any interventions and outcomes

• Produce fully audited financial vulnerability report on client base

• Mitigate risk 

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To find out more about how our Financial Vulnerability Assessment can support your practice and  more, please do not hesitate to contact the team.