As you will be aware, the health and social care sector (like others) is working hard to maintain essential services in what are extremely challenging times. Whilst the manner in which many of us work is being adapted in line with current Government and Public Health England guidance, it is recognised that much of the work we undertake can’t simply just stop. So, there is a balance to be had between ensuring, as far as possible, the wellbeing of everyone (especially vulnerable people) and maintaining vital services. I am committed to maintaining as many of the services I provide throughout this period of uncertainty whilst acting responsibly to help ensure the safety of those I work with, vulnerable people and their carers.

To this end, until further notice, the following will apply:

Where possible, I will assess and consult people using non face-to-face methods such as Skype and telephone calls. Sometimes this is not possible and, in those situations, where safe to do so, I will continue with a face-to-face approach. If this is required, current Government guidelines will be followed. Whichever method will be adopted will depend entirely upon the nature and urgency of the work and will be discussed with the instructing party and care providers where applicable.

I wish you a safe and healthy time as we work together over the coming months,

Best Wishes, Gary.

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Tel: 0203 617 1255

Financial Vulnerability Assessment

Whilst a financial vulnerability assessment isn’t a mental capacity assessment, the two aren’t mutually exclusive.  It isn’t uncommon for a person to have the mental capacity to make financial decisions but remain vulnerable to financial abuse, fraud, identity theft and scams.  My financial vulnerability assessments review significant financial decisions made by older adults to help identify and protect those who are vulnerable to undue influence, financial mismanagement and fraud.

I am qualified to undertake financial vulnerability assessments and can offer the following services:

  • Financial Decision Tracker
  • Financial Vulnerability Assessment
  • Friends and Family Interview

A financial decision tracker is an interview which examines a specific financial decision made by an older adult to assess their financial judgment.

A financial vulnerability assessment is an in-depth interview to determine the factors involved in an older adult’s financial decisions. This includes an assessment of cognitive impairment, situational awareness and undue influence and their impact on financial decision making.

A family & friends interview  is a series of questions asked of a trusted relative or friend of an older adult to better understand their recent financial decision. The interview provides a complementary perspective on the decision and is best used in combination with the Financial Decision Tracker or the Financial Vulnerability Assessment.

If you would like to discuss any of these tools, or would like to instruct me to complete a financial vulnerability assessment, please don’t hesitate to contact me.