How we are dealing with Coronavirus
Our office will be temporarily closed until further notice
Clearly, Coronavirus presents significant challenges for us all. We are determined to operate as usual through this difficult period. Now that the latest Coronavirus restrictions have come into force, we will close our office until government advice allows otherwise.
We are open as usual for all services
We continue to deliver all services as usual, with some minor adjustments as staff work from home.
We would ask that you bear with us at this busy time as some product providers may be under strain. We have arranged facilities for some product providers to accept scanned copies of documents should this be necessary.
We have well-prepared plans that allow us all to work from home. All of our usual office functions are available from any location, via a remote server.
All staff have access to exactly the same suite of tools as they would in the office.
We work in a largely paperless manner, so our existing practices will allow us to operate as usual. The only major change is that we are unlikely to send communications via post during this period. We will send client reports and communications using our Personal Finance Portal, or alternatively email with password protection. We are likely to send all reports electronically until our office re-opens.
All client data is protected through stringent data security tools and policies. These are in place for home working as usual. No client data is stored on any of our local machines (whether that is in our office, or at home).
Remote meeting options
We already offer a variety of remote meeting options. These are being used widely for most client meetings. You can meet with us remotely and securely using any computer device, laptop, tablet, or mobile phone.
This works well, but you have to provide your own cake.
Stock market volatility
The Coronavirus situation is causing a lot of volatility in investment markets.
We are in regular contact with existing and potential clients regarding the changing situation. Our Prosper service has prepared all clients for inevitable short-term, temporary downturns. We aim to ensure that all clients can weather any short-term investment issues caused by the changing situation.
Our Investment Philosophy explains more about how we help our clients to manage their investments in challenging periods.
Dealing with a financial crisis?
If you are dealing with a financial crisis as a result of the Coronavirus, take a look at our helpful article, which explains how you should adjust your budget. We also list government help that is available.
Tax year beginning
March is a busy time of year for us as we proactively arrange for clients to use their tax allowances, as soon as the new tax year begins. Our plans are already in progress, and will continue as usual with no interruption.
You have three ways to meet with your adviser, they are: Face-To-Face, Phone Meetings and Screen Sharing. You can switch between the options whenever you want.
Meeting face-to-face at our office gives you the best access to your adviser, and our facilities.
Instead of meeting up, we can simply talk over the phone, referring to written reports as necessary.
We are able to use screen sharing applications to hold a meeting wherever you are. You just need access to a computer or tablet, and the internet.
HOW DO WE MANAGE YOUR INVESTMENTS?
Read our Investment Philosophy guide
THE PERSONAL FINANCE PORTAL
As part of your service you will get access to the Personal Finance Portal.
This is a secure way for us to communicate with you.
- Get up-to-date investment valuations -
- Receive and send messages -
- Store all your financial documents in one place -
- View and update your financial data -
- Access all this at any time -
See what sets us apart from other independent financial advisers...
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Call us on 01206 919101 or request a call back below
Unit 5, Park Lane Business Centre, Park Lane, Langham, Colchester, Essex CO4 5WR
A DIFFERENT APPROACH
We focus on so much more than just your financial planning. We aim to help you reach your full potential, achieve your goals and help you live the life of your dreams.
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