Advising Deaf Clients


If you are looking for first rate financial advice, whilst simultaneously hoping to invest ethically, but happen to be profoundly deaf, we are here to help.

A lot of the time we will communicate in written form, such as through our portal, by email, or via written reports.  So far, not a problem.

However, initial and annual meetings and reviews are held live with a financial adviser, either face-to-face or via video link.  At present, we don’t have any advisers that are fluent in British Sign Language (although hopefully that will change one day), but fear not.  We have teamed up with a charity called Deafconnect to help provide the bridge with your hearing adviser.

How it works

In most instances, we will conduct the meetings online. Alongside you and your adviser a qualified Deafconnect interpreter will also be present as a third video screen attendee.

In some cases we can meet up face-to-face, depending in part on where you live. For example, if you can get to central London, Birmingham or Manchester we are likely to be able to source an interpreter easily enough. However, the further away from a major city you live the trickier this becomes!

If this appeals to you and you have between ÂŁ400,000 and ÂŁ5,000,000 to invest or re-invest ethically as part of your financial plans please do get in touch.

And finally…

Deafconnect can provide support via either BSL interpreters or lip speakers – you just tell us your preference.

We would need at least a weeks’ notice to book the interpreter (more if in person), but in most cases this isn’t a problem for annual reviews as they are generally booked about two months in advance.

If you are contacting us for the first time, we’ll initially liaise with you online; we are adept at answering any questions you may have – we’ve seen them all before! – and if you then decide to join us as a new client, signing our Fee Agreement agreeing to the ÂŁ4,000 fixed, initial advice fee, we would then bring in the interpreter for the more in-depth, initial advice meetings.

Note, all of the interpreters we use are fully qualified and have signed confidentiality agreements with the N.R.C.P.D. (the governing body for interpreters), so you can rest assured that your personal information will remain private.

And finally, this is a paid service helping to support the charity and to pay the interpreter, but don’t worry, you won’t pay any more for this service than hearing clients pay – we foot the bill.

Like the sound of how we work? Get in touch today to speak to us and have any questions answered. We are open from 9.30am to 5.30pm, Monday to Friday.

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