The FT Adviser  - What advisers need to know about dementia 

Holly Chantler, director at Solicitors for the Elderly and head of private client at Morr & Co, agrees having a loved one present may help “settle” the vulnerable client, “so that they aren’t anxious in unfamiliar surroundings, so it might be good for the person to sit in for a period of time”. However, Chantler recommends the professional, be they an adviser or a solicitor, also sees the client on their own so as to do a capacity assessment.