Coronavirus Update - March 17th

We are following advice given to businesses by HM Government Public Health England (PHE) and, as the situation stands today, we have no concerns regarding our ability to continue to provide our service to our clients.

To minimise any risk to colleagues and clients we are taking the following precautions:

  • Our Bridgwater office currently remains open.  The majority of our staff are now working from home but our support staff are continuing to work from the office. Use of the office will be under constant review.
  • We are taking extra precautions with the cleanliness of our office.  If you are not feeling well, please delay visiting our office until you are feeling better.
  • Wherever possible, meetings which are usually conducted face to face will either be by telephone, video or postponed for the next few weeks.  For video calls we can use Skype, Facetime or a programme called Zoom. 

What are we doing to ensure we can continue to deliver a normal service?

  • We have remote access to our client records, the platforms we work with and our clients’ investments.  This means that we can fully support our clients as normal from any location.
  • We are currently receiving a normal service from the local Post Office.  However, we would encourage you to contact us via email, rather than post where possible. 
  • The tax year end is fast-approaching.  If you would like to make pension or ISA contributions in the current tax year and have already received our recommendation report, please return the signed documentation and payment to us as soon as possible.  If you wish to discuss making any new investments before 5 April, please contact your adviser urgently due to tight deadlines.

The Government’s advice is continuing to evolve on a day-by-day basis, and we will provide further updates to our clients regularly.  Please do keep an eye on our website where we are posting regular news updates.
If you have any questions, please do contact your adviser or the Chartered Financial Management (UK) Ltd office directly.

Posted by Chartered Financial Management (UK) Ltd on March 17th 2020

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