Coronavirus Update

UPDATE; During the coming weeks we will be making some changes to our normal business process due to the Coronavirus. We need to protect our staff, clients and families. The following changes will apply from Tuesday the 17th March 2020.

1-Telephone/SKYPE/Facetime reviews will replace face to face appointments where possible.

2- We would ask you only to come to our office where necessary and arrange this beforehand. Where possible please email or post documents to us.

3- Our team have reverted to home working and all of our clients have a dedicated mobile contact number for their advisor.

4- All calls into the office are being diverted to the office managers mobile phone and will be answered as normal.

5- The office itself has had a deep clean but please be rest assured that we are cleaning before and after each team member or new client enters and leaves the building when this situation occurs.

We will be working extra hours over the coming weeks so we can ensure we can review and help those who may need additional advice regarding their finances during this time.

Times like this also highlight the importance of Protection and Estate planning. Our main aim during these uncertain times is to provide you peace of mind and save you money. Please feel free to contact the team to book in for a phone review.

We can help in the following areas.

  • Mortgages
  • Life Assurance
  • Income Protection

We also have great relationships with Pension and Investment advisers who are ready to help.