Mike Kellett – Forbes Securities
Mandated vulnerability checks ensure accurate and complete identification
A mortgage and protection brokerage in Liverpool has mandated the completion of vulnerability assessments for all customers, as the FCA warns financial services of “weak identification” of vulnerable clients.

Paul Russell – Paul Russell Financial Services
Without smart technology, significant consumer vulnerabilities go unnoticed
For his consumer vulnerability management software, ease of use, wealth of data, one-to-one support – and MorganAsh’s financial services pedigree – made MARS the solution of choice.

Sam Whybrow – Thanks Wealth Planning
Acting positively on a discovered consumer vulnerability
Think you know your customers? You can’t know what your customers haven’t told you. A vulnerability assessment showed that a client was dyslexic – but what should the financial adviser do?

Sheriden Davy – James Sharp & Co
Better data, better evidence, more robust compliance
As part of its preparation for Consumer Duty, James Sharp implemented MARS, the MorganAsh Resilience System, to assess, measure and report on their customers’ vulnerabilities.

Our clients say:

We are delighted to see the launch of the new MorganAsh MARS service, which provides a simple, objective and consistent way of better understanding an individual’s vulnerability via a ‘resilience rating’. At Key, we are committed to helping customers achieve the best possible outcomes and, as part of this, we are exploring opportunities to work more closely with MorganAsh in this arena.

Will Hale, CEO of Key – the UK’s largest equity release advice firm