Coronavirus Procedures


As I’m sure you can appreciate, the health of our employees and clients is of the highest importance to us.

With this in mind, and in line with the latest Government guidelines, we have requested all staff who can work from home. In addition, our admin department will now work on a ‘2 team’ rota basis – ie 1 team in the office whilst 1 team off.

Unfortunately this is bound to have an effect on the service levels we can provide for you.

Consultants will still be available via phone or email, but we are recommending face-to-face meetings are avoided where possible at present for the health of everyone concerned.

This will also invariably result in valuation and review delays. However, we also appreciate the virus is creating extreme investment conditions which you may wish to discuss with your consultant, who will still be only too pleased to help via phone or email.

Stay safe and healthy.

Written by Colin Caulfield | Director

Colin is a Chartered Financial Planner & Pension Adviser Of the Year Read more >>

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Contact the Team

Call 020 8394 0954    Email

Where We Are

Stoneleigh Office: 77-79 Stoneleigh Broadway, Epsom, Surrey KT17 2HP

Whitton Office: 115b, High Street, Whitton, Twickenham TW2 7LG

Opening Hours

Mon - Fri  9am - 5.30pm