Elderly Persons Policy
Safeguarding Elderly Persons' Investments
Elderly Persons Policy
At AIA (Cambridge) Ltd we believe in treating all of our customers fairly and make extra steps to safeguard the elderly. These include the following points:
If you are visiting our head office, we will always offer the option of a ground floor meeting room, which is wheelchair friendly. Otherwise home visits can be arranged.
When investments are recommended, there are extra checks to make sure the person understands the risk involved: low-risk to an elderly person can mean a small chance that they wouldn't get their money back.
We recommend that an elderly person is accompanied by a relative or friend at any client meeting. In fact we are used to dealing with Attorneys, especially when giving advice on ways of paying for Residential and Nursing Home Care Fees. We have two advisers qualified to advise on Long Term Care solutions, having spent several years specialising in this area of financial planning.
As with all our clients, all recommendations are made in writing with the reasons clearly set out, so the elderly person can discuss them with relatives or friends before making a decision.
Staff are encouraged to use their common sense when dealing with elderly people - for example, they should be prepared to query any unusual transactions, such as large withdrawals.
Contact Us Today
Call us today on 0845 263 3740 for safe independent advice about the financial position of any elderly persons for whom you are responsible..
Email, if you prefer, using the enquiry form provided on the Contact Us page of this website and we'll get back to you promptly.
AIA (Cambridge) Ltd offer professional, independent financial advice in Cambridge.