Coronavirus Policy

We want to be as clear as we can be on how we are operating as a business going forward, to keep everyone as safe as possible. Transitioning out of lockdown will mean we go through a period of adjustment while we find our 'new normal'. Please see below for details on how Client meetings have changed and how we're keeping everyone safe. As any Government advice changes our practices may need to be updated so please check back here for an update if you're planning on visiting us.


Rest assured our focus is, as always, on providing you with an excellent level of service and helping you reach the satisfying feeling of completing your goals.


If you have any questions or concerns, please don't hesitate to get in touch


For up to date information on the Coronavirus pandemic, please visit the NHS or Government websites  for the latest health information and advice. Links Below.

How Client Meetings Have Changed


Our offices are open to visitors, however, we are asking that you consider whether a visit is necessary before coming. Our preferred option, for the time being, is for meetings to be conducted online or telephone, but if you would prefer a face-to-face meeting with your Planner, Accountant, or Solicitor, you will now be offered this at the time of arranging the appointment, or you can call us to request to change a meeting that is already in the diary.

If you need to drop off a document, we can accept a digital copy in many cases. Give us a call to check as it could save you an unnecessary trip out. If you must bring it in person, our Team will let you know and arrange for you to drop it with us.

While the world finds its feet again, we continue to ask that you do not drop into our offices in passing. If you need to contact us, please remember that you can contact us via phone and email.

How We're Keeping Everyone Safe


If you are attending any of our buildings for a meeting, we are committed to continuing to ensure that our buildings are COVID secure. We will ensure surfaces are cleaned regularly and that rooms are well ventilated, together with any other procedures recommended by Public Health England.

While we transition out of lockdown, we will maintain the use of face coverings and request that you wear one on arrival and when moving around the building. You will be able to remove it during your meeting if you choose to.

We also request for both staff and clients to make use of our sanitising stations upon entering or leaving any of our buildings, and to socially distance where possible.

If you have a meeting booked and feel unwell, please do not travel to the office without speaking with us first - we may decide to rearrange your meeting or host it remotely.


Here's Our Latest Professional Advice

Investment Advice: You can find all of our latest advice and comments on investment markets on our Blog. Sign up for our newsletter to receive updates by email on new articles.

Wills: We are pleased to help you to make sure that your arrangements are up-to-date. Contact us to make a telephone appointment with one of our Solicitors

Business Advice: Our Accounting Team has been helping our business clients to cope with the damaging effects of the crisis on their situations. Take a look at our video on how our Accounting team have been helping businesses to survive and thrive during the pandemic here.  If you need help, please contact our Accounting Team for business advice here.