Our priority is taking care of our customers, our colleagues and staff.


Our priority is taking care of our customers, our colleagues and staff.

We know that many of you may be experiencing the impact of the Coronavirus already or will be worried about what it could mean over the coming weeks. As always, our priority is taking care of our customers, our colleagues and staff.


Concerned about the affect on your investments?

With the global markets suffering from a period of uncertainty and high volatility invoked by the fears surrounding the Coronavirus pandemic, most investments have seen a negative impact on growth.

We would expect market conditions to resume a less volatile pattern once the Coronavirus Pandemic is brought under control, although there is no guarantee of when this might be or how long this may take. Most investors appreciate that ups and downs are part and parcel of investing, and there have been many times in the past when events have caused short-term dips. Even when our natural instincts might be to come out of the market, it should be remembered that doing so has its own risks. If you have individual concerns, please do get in touch with your adviser, who will happily help guide you through these turbulent times.

Again, whilst there is uncertainty in the markets, it’s important to remember the basic principle of long-term investing – ‘short-term falls do not necessarily impact long-term goals’.


Business as usual

Our teams are prepared for any eventuality.  In line with Government recommendations all staff are fully equipped to work remotely and are now all working from home. We are committed to providing the best possible service to you during these unusual circumstances and our planning has and continues to focus on making sure you can continue to interact with us as you need to.

We have ensured that you can contact us by email and phone, just as you normally would. We have steps in place to make sure that the post is still being dealt with and that we are able to send physical paperwork out to you if it is required. Your advisers will continue to contact you as normal. We are able to facilitate meetings via telephone or video calls and in some cases, where it is essential to have a face to face meeting, working in line with more recent government guidelines, we have sufficient plans in place to enable this to happen safely. Therefore discussions that you want to have can continue to take place.

The main message during this difficult time, is that it is ‘business as usual’ as we believe in challenging times such as these, it is vital that you are able to access help and appropriate advice as and when it is needed.


Staying safe from scams

It is always advisable to be vigilant and on the lookout for fraudulent activity – unfortunately there can be an increased risk of scams during difficult times.  Criminals will use the current situation as a way to target people.  Please be aware of unusual emails, phone calls, text messages and social media accounts that try and convince you they are legitimate in an attempt to get you to disclose personal or financial information. Please be cautious generally and should you have any cause for concern, please get in touch with us.


Useful Information

One of our provider partners, Quilter Investors, have put together a very useful report on “Investing through volatile times”. It highlights the importance of long-term investing, diversification and the benefits of staying invested. It may help answer some questions you may have and offer some reassurance in these difficult times… Please take a look at the PDF in link below:

The Money Advice Service also offers some very good free and impartial advice regarding the spread of the Coronavirus and the impact it has on your money, pensions, investments, work, benefits and other financial areas. Please take a look at the link below:

The information on this page is not intended to be investment advice. You should always speak to your financial adviser for investment advice. There is no substitute to speaking to your financial adviser about your personal circumstances.


Please give us a call, send us an email or simply fill in our form.  One of our advisors will get in touch.

T  |  01895 810134

E  |