21st September 2026

‘Dementia alters advice process but should not change client dignity’

– Paul Denley, chief executive at Oakham Wealth Management, said “the danger runs both ways”. “You can patronise someone you assume is inexperienced, but you can equally fail a potentially vulnerable client by assuming that wealth or professional success means they understand complex financial matters,” he said. “Some very successful people know surprisingly little outside their own field, while someone who looks modest on paper may have an exceptional grasp of investments, tax or pensions.”

Click HERE to read the FT Adviser Article

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