27th March 2020
We sincerely hope you and your family remain well and healthy. Right now, nobody knows how this crisis will impact them personally and financially, how long it will last, and what it looks like on the other side. We want to reassure you we will be here to support you whenever you need us.
Our IT systems and infrastructure have been cloud-based for some time, hence we have full confidence in our ability to maintain an attentive level of client service, with no significant changes or interruptions. We operate to the highest standards of Cyber-security.
Like us, most of you will be remote-working or self-isolating. You can contact your Adviser as usual via email and telephone. All meetings will be held remotely using a technology method that works best for you. Rest assured, we will continue to contact you when your annual financial planning review falls due, and again these meetings will be held remotely until further notice.
We appreciate your forbearance in what are extraordinary times. Our overall advice is to remain invested in line with your previously agreed objectives.
If you have any concerns or wish to discuss any other aspects concerning your finances, please don't hesitate to contact me or your Adviser if we can be of any help. Again, I wish you and your family good health.
Group Managing Director