As you know, we have been prevented from offering our normal face-to-face Client Planning Meetings throughout the Lockdown period, owing to the Governments social distancing rules. Although restrictions are gradually being lifted, I anticipate that it will be some time before we will be able to welcome you back into our offices and remain within Government guidelines.
However, I don’t want you to feel that this means we are unable to offer you a productive and worthwhile Planning Meeting. We have now conducted several successful remote meetings using Zoom and Microsoft Teams and we are happy to arrange a date and time with you, if you think it would be useful to have a review at this time.
During the Lockdown period we have discovered that our internet service, whilst perfectly able to cope during normal times, does struggle with video calls but strangely, only in the afternoons! As a result, we are in the process of upgrading to a super speedy service which should be up and running later this month.
If you would like to book a slot for a video call (preferably in the morning), please do let us know.
In the meantime, Adam is able to produce any reports that you may require, so please do not hesitate to ask.
As always, please do feel free to call me at any time to discuss anything that might be concerning you.
Stay virus free everyone and have an enjoyable weekend.
With best regards,
Yours sincerely
Graham Ponting CFP Chartered MCSI
Managing Partner
