Following our board meeting this morning, I’ve recorded a short video to explain to our clients our current stance in respect of the coronavirus pandemic:
The coronavirus pandemic is clearly a significant issue. We’re closely monitoring official guidance and taking necessary measures to protect our staff, their families, and our clients.
We’ve put in place the hardware and software solutions needed to ensure business continuity, in case our team members need to self-isolate in the coming weeks, or otherwise work remotely.
Our existing systems are all cloud-based, which means no loss of access if we cannot use our offices in Cranleigh and Petersfield.
We are asking our team members and our clients to be considerate, and avoid visiting our offices if they display any coronavirus symptoms, including a high temperature or persistent cough.
In addition, we are offering our clients the alternative to meet with us remotely, via video or phone call, instead of meeting face-to-face.
We are especially concerned about protecting the health and wellbeing of our older clients, as it appears that coronavirus can be transmitted before symptoms are present.
In our offices, we are stepping up our hand-washing and surface cleaning activities, practising good hygiene practices each time we enter or exit the building, and on receipt of deliveries.
Where clients still wish to meet at our offices, we are happy to accommodate these meetings for the time being, but we will be limiting contact to the client and their Financial Planner, and thoroughly cleaning all surfaces between meetings.
We will provide further updates as the situation evolves and will continue to provide updates as they relate to the economy and markets too.
If you have any questions or concerns about the coronavirus and its potential impact on your Financial Planner, please do get in touch.
