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We have joined the Financial Vulnerability Taskforce

We have joined the Financial Vulnerability Taskforce

We can all find ourselves in vulnerable circumstances at some time in our lives.

As a result the Personal Financial Society has recently launched the Financial Vulnerability Taskforce and at Manning and Company we have joined and have adopted their charter.
Vulnerability is something that can affect us all; through unexpected events such as illness, loss of employment, divorce or even the sudden acquisition of wealth.

By joining the taskforce we will have access to a range of resources and will be able to share best practice so that our clients will continue to receive the top level of service they expect from Manning and Company.

We have committed to a charter and by doing so we are agreeing at all times to abide by nine commitments (click here for further information).

The Financial Vulnerability Taskforce is a newly created independent and inclusive representative body supported by the Personal Finance Society.
Its ultimate purpose is to promote greater understanding of vulnerability, encourage appropriate behaviours and establish good practice amongst personal finance professionals in respect of people who find themselves in vulnerable circumstances.

To view the Consumer guide on this new initiative please click here.

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PA to Director Mike LeGassick

Sharon is PA to Director Mike LeGassick.

Sharon joined Manning and Company in 2017 having worked for City College Plymouth.

Sharon lives in Plymouth with her family.

Managing Director

Paul has vast experience in all elements of financial planning and enjoys taking a life planning approach with his clients realising their goals through their finances.

Paul has been with Manning and Company since 1993 working closely with the founder for many years before being appointed Managing Director in 2010.  

Paul has retained his clients for many years. It is not simply a ‘one off’ visit, but a deep relationship. 

Meetings are scheduled, building trust and helping people achieve their life desires and ambitions. 

When not advising, Paul serves as a Trustee to two local charities and has also appeared in Wealth & Finance Magazine.