Remote Non Face to Face Financial Advice

Published / Last Updated on 29/06/2020

A free 30 minute consultation and then up to 25% discounts off financial, pensions, investment, tax, trusts, wills, insurance and estate planning advice fees by getting remote financial advice.

For 20 years we have specialised in offering remote financial advice to people in the UK and expats all over World.  We offer online and remote financial advice by:

  • Email - no additional costs to you
  • Postal - no additional costs to you if in UK using our Freepost service
  • Telephone - Secure, recorded secure and no call costs to you - we will call you
  • Video Conferencing Link - Secure, recorded service, no software needed and no video call costs to you - we will send you a link
  • International Calls - Again, secure, recorded, no software needed - voice/audio or video link with no call costs to you
  • Skype and Face Time - calls and video link available but we prefer using our own, paid for, secure services above.

All financial advice calls are confidential with initial contact and formal advice only given by the Husband/Wife directors of this firm Ashley and Joanne Roberts-Clark.  Yes, we have employees but it is us two only that will advise you.

What happens next?

  • Book a call back: We will call you at a time to suit you or set up an audio/video conference link (no software needed)
  • Contact us: We will respond to you the same day or within 24 hours
  • 30 minute free consultation - we will discuss your needs and requirements - if we can help you in that time and no further advice is needed then great, if formal, regulated advice is needed we will explain our fee structure verbally
  • Fees in writing:  Confirmed by email the same day or next (if a late call) before you decide whether to use our services
  • Up to 25% discount for non-face to face, fees paid upfront
  • Up to 15% discount for non-face to face, fees paid at the end when you are happy works are complete

We are experts in this field and have many hundreds of satisfied clients that feel safer in getting remote advice in your own home from award winning (35+ awards) IFAs and Chartered Financial Planners without a sharp suited saleperson walking through your door.  We wear flips and have an office dog, no sharp suits and high pressure salespeople here.

Coronavirus, Self Distancing and Self Isolation (update 29/06/2020)

We are now 3 months into lockdown with a relaxation of self isolation, overnight travel and working rules about to start.  Coronavirus is still more serious than many realise.  We expect a '2nd wave' and more focused lockdowns to occur.  Please make sure you do what the government has asked us all to do: self distance and self isolate as much as physically possible, please make sure you have a support network if possible.  If you are stuck and need help and have nowhere to turn, contact us and we will try and help.  We can get through this together.  If we stick to simple rules, many can avoid catching or spreading the virus.  There is no cure or vaccine right now so WE ALL MUST PLAN to NOT GET INFECTED.  Protect yourself, your loved ones and our emergency workers.  All our staff have been able and will continue working from home as we have always offered full, remote financial advice services.  Husband and wife directors, Ashley and Joanne, are self isolating but in the office everyday to open up systems (it is just a 3 minute commute, on foot, front door to the office everyday).  We have been and continue to deal with all incoming post/your advice works.  Financial Services is considered a 'key worker' status as clients still need tax, pensions, investments dealing with and paying out but we continue to not allow any face to face contact.  If things get worse and we are forced into a stricter lockdown, we will take all hardware systems home and create a mini-office there, so that full services can still continue and staff can continue to work from home.

The government's emergency funding of 3 months furlough pay for many plus rental and mortgage holidays etc for 3 months has been extended to October with employers required to make some contributon to furlough pay from August.  We believe the government worked on the highest live case infection numbers to be in April and May and then to stabilise with regular numbers of infections over the next 6 to 12 months.  This, we believe is to help the NHS cope in addition initially and now to manage the risk of local lockdowns where there are infection spikes.  Come October, we expect to have treatments for those infected and/or a vaccine for those not infected and we can then all resume normal lives, albeit with changed perpectives.

Our plan for us, our family and our staff is to continue to ride this out and not mix at least until a treatment/cure and/or vaccine is found.  Look after yourselves, take care and be safe.  We working at full capacity and are still here to help when you need us.

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