Working From Home Update
28th May 2020
It has now been 9 weeks since we moved to working remotely and I’m pleased to report that staff and clients have adapted extremely well so far.
More positive news is coming through and, despite criticism for the lack of clarity in some of its messages, the government has outlined a tentative plan for a gradual relaxation of the restrictions we’ve all been living with. It is clear, however, that we mustn’t forget the risks still posed and the incredible sacrifices being made by our key workers. We’ll continue to play our small part by running our business in such a way that we minimise risks to our staff and clients.
As Nick and Steve are both working from home, the time that they had previously been spending travelling to meetings is now available for clients and both have been working hard to contact all clients. Whilst we are unable to see clients face-to-face we will instead be offering more frequent reviews by phone and video call.
Meetings with clients have been carried out on the phone or by video calls and this has been working very well. We’ll continue to use this method for the foreseeable future and will be very happy to arrange assistance for any clients who have not yet used video conferencing to do so. If you would like help getting set up to use this at home please do contact us.
Summer Investment Review
We will be carrying out our annual review of our standard investment portfolios in the Summer. This will use investment fund data for the period up to the end of June which is usually published towards the end of July. These reports will be sent to all investment clients by the end of August. We’ll send this out by email to clients for whom we hold an email address and by post for those without email.
A reminder of our contact information:
Nick Gorton - Mobile: 07768 683 682 or Email: firstname.lastname@example.org
Steve Mackie – Mobile: 07738 37 39 30 or Email: email@example.com
Office: 01273 76 59 59 (this number is being diverted to a member of staff working from home).
Julie Scutt: Email: firstname.lastname@example.org
Jackie Adams: Email: email@example.com
Sue Moir: Email: firstname.lastname@example.org
Barry Wiggett: Email: email@example.com
Gill Rigby: Email: firstname.lastname@example.org
Post: Postal deliveries are now running more smoothly than they have been. Post received at the office address is being forwarded to a member of staff working from home.
Our continued best wishes from all the team
Steve Mackie, Director, Chartered Financial Planner