The coronavirus is impacting every person, every town, every nation and every business around the world. The number one priority is the safety of our clients and the team so the office will remain closed until further notice.
Business ‘is not as usual’, yet we will try to continue to deliver what our clients expect of us despite the new and varied challenges. The whole team have risen to the challenge of working remotely and have embodied the pioneering digital approaches to ensure business continuity as far as practically possible.
The team can access their emails as usual and telephone calls are routed to a mobile answering facility. All the team have the ability to speak to you on the phone.
bfp moneyinfo, the online portal offers you around the clock access to your investments, and secure two way messaging and the ability to upload documents.
The office is open to receive post but ideally if you need to send any documents to us for any reason, if possible, they should be sent digitally.
Client meetings are being held by using online tools; Zoom, Facetime, Skype, Whatsapp, (or the phone).
In the last few days, there have been media reports that people have received unsolicited emails, or emails pretending to be from a financial institution. Criminals are increasingly posing as official sources to obtain personal and financial details and the police have seen a significant increase in the level of cyber-criminal activity.
So please stay vigilant and take particular care. If the contact is unexpected and you are asked to do anything, such as click on a link or call a phone number, stop and independently verify that contact first. Do not share any sensitive information through a website or over the telephone.
bfp have advised clients and managed their finances through difficult times before. Whilst none of those were pandemic related, when it comes down to managing client finances there are lots of similarities. If you need help or you are worrying about anything then give us a call. Talking things through at times like this can clear one’s mind giving you clarity of thought.
Being a financial adviser can often mean that we are regularly adapting to assisting clients in periods of adversity. Coping with the unexpected, challenges our ability to adapt. Our main advice is to remain calm and think creatively when it comes to delivering our services to our clients.
With good wishes to you and your family at this difficult time.
The team at bfp