Covid-19: Business Continuity Update

Covid-19 - Business Continuity Update

We have always had a business continuity plan, which is regularly reviewed, to prepare for interruption to our operations. Since the lockdown officially began on 23rd March we have tested and updated this further.

Our use of technology enables all staff to work from home, supported by a small skeleton staff in our Bristol office who are appropriately distanced and allow us to provide essential services such as post and printing. We have worked closely with product providers to ensure that we can continue to deal with them, using secure technology, minimising the need for wet signatures and have implemented new protocols for document verification and witnessing in line with government guidance.

We recognise that our clients may be facing a financial squeeze due to lost income or may be concerned about other family members or employees who have financial pressures as a result of the pandemic. We have a wealth of experience to help to overcome these difficulties and plan for a better future for you and your family. We would urge clients to contact us to seek our input at an early stage. 

We are still providing our full range of financial planning services; including investment reviews, retirement planning and estate planning using video conferencing and telephone calls and have found these work well.

We have a secure client portal which enables us to safely exchange information, such as valuations and documents. In order to access this portal and to send regular communications all we need is a private email address. Clients should continue to use the email and telephone contacts they normally use or we can be contacted by email.

As the government begins to ease restrictions we are looking at how we could safely reopen our office. The decision to reopen will be subject to the completion of a risk assessment with steps to mitigate the risks of Covid-19 clearly documented. We will continue to listen to Government and scientific advice to enable us to provide continuity of service, whilst safeguarding the welfare of our staff and clients. Further periodic updates will be issued as and when we make changes to our current working practices.

LAST UPDATED: Monday 8th June 2020

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