January 2021:


With the ever-changing rules regarding COVID restrictions, we would like to reassure our clients that we are still here for you and our high service standards remains our priority.

We have introduced numerous steps to maintain customer service levels throughout the pandemic and will continue to adapt accordingly.

We appreciate that clients’ needs and circumstances differ at this time and we are proud to continue providing a personal and professional approach at a pace that suits you.

It may be that a remote meeting is the required/preferred option – rather than face to face currently, and we are happy to provide all options to our clients where this is possible.

November 2020:

With the ever-changing boundaries regarding COVID restrictions, especially with the introductions of regional Tiers we would like to reassure you that we are still here for you, in any way that we can. We appreciate that clients’ needs and circumstances differ at this time. We are proud to continue providing a personal and professional approach at a pace that suits you.

28th May 2020:

We know that things are still uncertain at the moment so we want to reassure you that we’re here to help you. First and foremost we want to maintain a safe workplace. We encourage and adopt practices protecting the health of employees, clients and their families. We also want to ensure the continuity of business operations during this pandemic and so we can still be contacted by all the usual methods. We will continue in this manner, in accordance with Government guidance.

As we are all too aware, the worldwide pandemic being caused by the Coronavirus is causing huge changes to everyone’s way of life and our company is no exception.

We have in place contingency planning, intended for times such as this and this has now been implemented.

Changes we are making

As a company our first and foremost priority is the health and safety of our staff (their families), our clients and society at large. We take this responsibility extremely seriously.

Therefore, as of 20th March, our office has been closed and future client meetings shall be switched to remote methods until further notice. These can be in a format most suitable to individual clients and can include post, phone, email, PFP, Skype, Zoom etc.

However, we also wanted to re-assure you, as a valued client, that we have in place, remote cloud-based systems, which enable all our staff to continue remote working from home.

The systems we have are fully integrated, allowing all staff members to access and share critical information with each other, much like we do under normal circumstances from the office.

In addition we maintain full access to all the usual cloud-based systems from the product providers that we deal with (insurance companies, Platforms, fund managers etc).

We will be aiming to keep as normal service as possible during these unprecedented times. The main difference being that client meetings shall be held remotely until further notice.


We are also aware that scammers are looking at the pandemic as an opportunity. We urge you to contact your usual adviser by phone, if you receive anything (from any source) that you think may be fraudulent, or seems in the slightest way suspicious.


We have an answer machine message on our office phone which we will be checking on a regular basis, but we are of course available during normal working hours on our mobiles, via email and our online client portal.

We hope that you all stay safe and healthy.

Want to know more?

Call us on 01925 815556 or email at