Service Update

Service Update

Posted on June 24, 2020 at 3pm

Covid-19

Due to the restrictions imposed by the Government as a result of the Covid-19 pandemic being gradually eased, we thought it best to update you all on how we continue to provide the service you know and expect.

Our aim is to continue to keep both our clients and staff as safe as possible.  Since lockdown began, back in March, we have done our utmost to embrace technology and become as paperless as possible.

Some of the ways we have done this are:

  • We have converted our own documents so that they may be completed electronically and are pushing product providers to do the same with theirs.
  • In most cases, we have the facility to be able to verify identity electronically rather than needing the original documents from you.
  • Meetings can now be held by telephone or video, using systems such as Zoom, Microsoft Teams, Skype, Facetime, etc.
  • Made our teams’ individual contact numbers available on our website.
  • Embraced new ways of communicating amongst ourselves, meaning we are stronger as a team and far more efficient than ever before.

Other ways we have adapted to the situation imposed upon us all, is to keep in contact with you as much as possible.  You may have spoken with your adviser more regularly than normal or missed a call from them.

The reason for this is to keep you up to date with the current market place, to discuss your individual policies, to see if your circumstances have changed (which may impact upon advice needed) and to see if you need any help in any way. If you’ve missed a call from us or would like a chat about your finances anyway please do not hesitate to contact us. 

Staffing

Finally, we have begun to gradually increase staffing numbers at our offices, although our Hartlebury (Kidderminster) office still remains our main ‘hub’ with intermittent staffing at the other offices.  All other members of the team, continue to work from home.

We ask that you continue to follow current government guidelines regarding any face to face contact with us and to agree with your adviser regarding how any meeting may be held.

The main thing to remember is that we continue to be here for you through these challenging times, so keep in touch!

Written by: Kay Crooke – Associate Practice Director, Prosser Knowles Associates Limited

Stay in touch

If you would like to keep up to date with current industry trends or receive details of our product developments, seminars, events and newsletters, just fill in your details below.

News Feed

Why a pension could be the best way for your clients to extract profit from their business

When trying to extract money from a client’s business, there are a variety of obstacles to overcome in the for...

7 of the best days out for National Walking Month

When your day-to-day life is stressful, sometimes there’s nothing more enjoyable than getting out into the cou...

Everything to consider if you’re thinking about overpaying your mortgage

At a time when record low interest rates make saving seem like an unattractive option, if you have spare cash...

5 important financial lessons the pandemic has taught us

The coronavirus pandemic has financially impacted millions of Brits in recent months, and many households have...

Quarter 2 (2021) Investment Market Update

Quarter 2 (2021) investment market update video provided by Chris Fleming, Investment Services Director, from...

Guide: 10 things that could increase the value of your property

Talking about homes and property values is something of a pastime in the UK. Property is probably among one of...

Prosser Knowles planners qualify for VouchedFor Top Rated guide

We have exciting news here at Prosser Knowles, four of our Financial Planning Consultants have qualified for t...

Guide: 10 ways to make the most of your garden in 2021

After a year of lockdown measures, our gardens and outdoor spaces have become far more important. In fact, mor...

Relief for savers as “tax day” sees government announce no significant tax reforms

Late last year, the government announced that a range of documents and consultations on future tax policies wo...

7 signs your client may need financial planning

Many people know that speaking to a financial planner can be a life-changing decision and can bring a variety...

5 easy ways to beat insomnia

If you’ve had trouble sleeping in recent months, you aren’t alone. According to research by the University of...

Everything you need to know when saving for your children

As a parent, you’ll want to give your children the best start in life and so it’s likely that you’ve started t...

4 strategies for more effective budgeting

In recent months, many households have had to tighten their belts due to the economic impact of the coronaviru...

Budget 2021 – The winners and losers

A year ago, Rishi Sunak delivered his first Budget just as the pandemic began to take hold. While his £30 bill...

Your 2021 Budget summary

On Wednesday 3 March, Rishi Sunak delivered his second Budget as chancellor. The Budget outlines the state of...