In accordance with Government guidelines and in the interests of our team and clients, we have decided to operate a ‘work from home’ policy, until Government advice changes. An obvious implication of this is that we will not be able to hold client meetings at our offices for the time being. However, Adam, Kim and I remain committed to providing the highest level of customer care and we have every confidence that this can be maintained, even though we will be working remotely.
Please note the following:
We will be observing normal office hours – 09:00 to 17:00. However, I am likely to see e-mails outside of these times, if you have an urgent query.
If you need to call us, please use the usual office telephone no. 01494 717000. If, for any reason you are unable to get through at the first attempt, please leave a message (or send an e-mail) and someone will get back to you as soon as possible.
Our preferred method of communication throughout this period will be by e-mail. As we will be working remotely, it would be helpful if you could copy all 3 of us in on any communications, our respective e-mail addresses are below:
graham@clearwaterwealth.co.uk
adam@clearwaterwealth.co.uk
kim@clearwaterwealth.co.ukIt should be possible for us to arrange a video meeting, if this would be helpful. Please just call in the first instance, so that we can agree a mutually convenient date and time.
I have been in discussion with our platform providers (Transact and Standard Life), their business continuity systems are robust and your access to their websites will not be affected. We do not expect work standards and timeframes to change throughout this difficult period but if you do experience any undue delays, please notify us immediately and we will do everything we can to rectify the situation.
These are unprecedented times but please rest assured we will continue to provide any help or guidance we can throughout.
As always, if you have any questions concerning this e-mail or any other finance related matter, please do feel to contact me at any time.
With kind regards,
Yours sincerely
Graham Ponting CFP Chartered MCSI
Managing Partner
