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Showing posts from May, 2020

Business As Usual

Firstly, we all hope everyone is keeping safe and healthy during the lockdown. We thought you would find the following short updates useful in the current climate: Client Meetings are being conducted over the phone or by video call until we feel it is safe to re-introduce face to face contact We have introduced Docusign to make it possible for clients and professional connections to digitally sign our documentation (many Providers are now not requiring wet signatures making the application process far simpler) Despite these new internal measures, our Investment and Advice Process has changed very little with the emphasis still on holistic financial planning, sound diversification amongst asset classes, timed investments and withdrawals, working closely with solicitors and accountants, tax planning and cash flow projections Independent Mortgage Advice – Please contact Rachael Smith by email or mobile 07957 357212 to discuss: Re-mortgaging and Lo