COVID-19 Business Update

Update – 14.30pm – 31st March 2020

Following the Prime Ministers announcement on Monday 23rd March, we have implemented a number of changes to how our business is currently run in addition to the precautions and changes we as a company had already implemented prior to this announcement. We would initially like to inform you that as our client or future client, you will still receive the same level of service and care we pride ourselves in delivering.

Firstly, we have streamlined our phone lines. This means, if you call a specific office, a member of the team from another office location may answer. However, we will transfer you where possible, or the relevant staff member will call you back as quickly as possible.

Secondly, all meetings are currently being held remotely utilising video call technologies. This has proved highly successful in the past and may clients have commented on the ease and comfort of using Facetime or Skype, rather than attending meetings in our offices.

Where possible and preferable, our team are working remotely. We wanted to ensure the health and welfare of all team members, in addition to the health and welfare of our clients. Our offices are not open for our clients and future clients to visit. We can still however continue to provide the same services and business, securely in this manner.

Update – 12.30pm – 24th March 2020

Following the announcement by the Prime Minister on Monday 23rd March. Our priority is to ensure we continue serve our clients effectively, to guide them through this period of economic uncertainty. This must be balanced against protecting the welfare and health of both our clients and staff.

We continue to remain OPEN for business. Our team will continue to provide the same level of service and care whilst working in a slightly different manner to what our clients may have previously experienced.

Due to remote working, we will be utilising technologies which some of our clients may or may not be familiar with. This will include video calling such as Skype or Facetime. Requesting clients make use of online banking facilities. Should you have any questions regarding the use of any of the technologies we recommend, please let us know, we would be happy to help as much as possible.

Current Clients

During these uncertain times, we recognise that our clients may wish to contact us more regularly to discuss their investments and pensions. We would like to advise that we are still able to speak with our clients over telephone or via video call.        

Future Clients

Just as we have implemented new measures to protect the welfare and health of both our clients and staff. We are able to offer our future clients the same protective measures. Previously arranged meetings will now need to be conducted over telephone or via video calling, as will any new meetings we subsequently arrange. If you have any concerns or questions regarding this, our team would be happy to help.

Contact Us

You can continue to contact us via phone, email or our contact form, all available from the Contact Us page.