COVID-19 Business Continuity Statement

As the COVID-19 epidemic continues to evolve, we want to let you know that we have contingency plans in place to ensure that we maintain the highest level of service to our clients whilst putting the health of our clients and staff at the forefront of our planning.

We are open for our usual hours, we have some of our team working from home, whilst other remain in the office under restricted working conditions to protect health.

We understand this is a concerning time and if you call for an update, if your adviser is not available one of the qualified paraplanners or support staff will be able to bring you up to date. You will find a list of our team members here.

Government advice may change in the future, however please be assured even if our offices need to close, we have invested in modern cloud based systems and we can manage to service our clients whilst based at home.

Please be reassured that we will do our best to meet your needs and keep you informed.