In her latest article with Professional Paraplanner, Jo Campbell (COO at Verve) tackles a sensitive but important topic: financial abuse.
She explores why paraplanners are particularly well placed to spot the warning signs, pointing to their behind-the-scenes view of fact-finds, statements and correspondence that often reveals patterns others in the front office might miss.
Jo offers a set of practical, no-nonsense guidance on what to look out for, and how to document and raise concerns sensitively, without assuming or accusing, while pointing to specialist support available for professionals navigating these situations.
Jo is chief operations officer at Verve with a background in paraplanning and unwavering dedication to incredible service, client focus and building a team set up to thrive.
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