Tell us what you need

We follow the Financial Conduct Authority’s guidance on the fair treatment of vulnerable customers (FG21/1).

What that means in practice

There is never any pressure to sign on a single call, and there is never an upfront payment. If our service is not in your best interests, for example because a free refund route is already open to you with the firm, we will tell you so.

Circumstances we take account of

Health, including illness, disability or difficulty with memory. Life events such as bereavement, divorce, retirement or caring responsibilities. Relying on this money for essential income. Difficulty with financial or online tasks, with reading, or where English is not your first language.

You do not have to explain or prove any of it. Telling us what would help is enough.

Information you give us about your health or circumstances

This is treated as special category data under UK data protection law. We record it only with your explicit consent, we collect only what is necessary, and it is stored securely with restricted access.

How to ask

Tell whoever you are speaking to, use the adjustments field on any of our forms, or email info@thewealthclaimsbureau.co.uk. You can ask at any point, and you can change your mind later.