Hart Greaves LLP
Hart Greaves LLP are a firm of Chartered Independent Financial Advisers who provide advice to elderly and vulnerable clients.
- Updated:
- 6 July 2022
- Location:
- South West
- Sectors:
- Finance
- Local Alliances:
- Bath & North East Somerset
1. Action Plan
1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?
We very much tailor our advice alongside as many other interested parties as possible, including Family, carers, lawyers and other relevant professionals. We deliver a holistic approach to treat the client with maximum care and dignity.
2. What are the challenges to delivering these outcomes from the perspective of your organisation?
Main challenges includes making sure we keep our staff fully trained. Our other key challenge is to make sure we have coperation from the other parties we believe are necessary to deliver a workable solution.
Member website
www.hartgreaves.co.uk2. Actions
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Supporting our local DAAs.
We have been involved in supporting our local DAA's by hosting and engaging dementia friendly business sessions.
- Status:
- Being implemented
-
Dementia Friends Sessions
We have carried out dementia friends sessions with our staff.
- Status:
- Completed
-
Professional Advice
We work closely with Stone King lawyers. We have recently identified an elderly client who was about to get involved with financial planning that would have potentially harmed him.
- Status:
- Implementation