We are living in unprecedented times – and sometimes that leads to unprecedented steps.
We know that people are anxious right now, including our clients. Even those who have a long-term, trusted relationship with their Lifetime financial planner may be concerned about their money and investments, as the Coronavirus continues to impact the UK and the world.
All our lives are in some sort of upheaval due to the rapid spread of the virus.
Rest assured, as a company we are continuously monitoring developments and government notifications, and thanks to the innovation we embarked upon over a year ago we are in a position whereby we can maintain our commitment of excellent client service.
These are not normal days we are living through, of course, so we have taken the necessary steps to protect our staff as best we can, and to protect the running of the company.
In line with government guidelines, we have now the majority of our staff working remotely.
And so, for the most part, it remains ‘business as usual’.
We understand that, in these uncertain months, you might need our services more than ever. Keeping clients reassured and informed is of paramount importance to us, especially with the ever-changing Coronavirus news and guidelines we are given.
Our financial planners, pension specialists, mortgage advisers, communications team and support staff are all set up to continue working through this crisis, most of them away from the office, and we can deal with calls, emails and client meetings via screen-to-screen technology.
So hopefully our loyal clients will see no tangible difference in the service they receive from us.
We do urge all our existing clients, if they haven’t already done so, to register to our safe and secure online Client Portal, where all your documentation can be stored and you can communicate with us.
If you are not already set up on the portal then please get in touch with our Communications team, by email, at firstname.lastname@example.org and they will help get you registered. If we haven’t got your email address, or if you have a new one, then please let our Communications Department know so they can send you a registration email.
And to those people who are currently looking for advice regarding their finances, be it financial planning, pensions, investments or for a mortgage, we are here, ready, willing and able to help.
These are turbulent times, we know and appreciate that. Together we will get through it.
– Your Lifetime Team