How Are We Doing During Covid 19 Coronavirus Feedback Needed
Published / Last Updated on 26/06/2020
A report this week suggests that most financial advisers are struggling with remote client meetings – we believe we are not – how are we doing?
What we have always offered:
quotes issued by email
online diary service
daytime, evening and weekend appointments
What are our plans? Launching next week (fingers crossed)
a new fee quoting shop (produce your own advice fee quotations and documentation)
a new digital, e–signature with a PIN to accept our quote, pay fees now or later, no wet ink signature
new secure messages platform with copy emails viewable online for fees/quotes/bookings/contact etc – will also expand this later this year, if popular, to show all documents related to you and all email interchanges and live chat
a new secure document platform to upload all your documents to us in a safe, encrypted, secure area.
What would you like us to do to help with easier access to us and our services? Contact us
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