In light of recent updates in the wake of COVID-19, this morning Moorland Mayfair and it’s staff consulted on the implementation of it’s business continuity plan.
Each regulated financial services business in required to have one in place and as much as we have never envisaged having to use it, the following steps have now been taken to ensure the safety of our staff and clients.
- Each staff member has remote access and can work from home, with documents and data remaining secure;
- For meetings advisers are due to hold face to face this week, we will be contacting each to screen and ascertain the suitability of this meeting going ahead. Remotely conducted meetings via Skype, Whatsapp or another form of video or telephone call will be offered in place and documents that require a wet signature will be sent via post;
- Where a client is elderly, has travelled to a high-risk area, displayed or been in contact with someone who has displayed symptoms or should they have underlying health conditions these face to face meetings will be conducted remotely or rescheduled.
The majority of our business is conducted in the comfort of our client’s homes, shaking their hands, using their cups and sharing pens etc, so we feel it is best to take the above preemptive actions, even if deemed to be premature or unnecessary.
We will be monitoring the developing situation throughout the course of each day. Should you need to contact your adviser with any questions or queries you can do so through the normal channels of phone and email, or feel free to email myself [email protected]
On a final note, our clients mean a lot more to us than just financial planning and figures. If there is anything at all outside the scope of our work that we can help you with, please do not hesitate to contact us.
We thank you for your understanding in these difficult and testing times.