We are open and here to help
We have been constantly working since lockdown to take care of our customers’ needs, reaching out via phone or video call to answer any of their queries night or day. Due to rising demand, and in line with government guidelines, we are now able to re-open our Wimborne office. We are pleased to let you know that our office is fully functional and open for face to face meetings if you wish so.
It has been an unsettling and challenging time for everyone, so we are really pleased to be back in the heart of the local community, doing what we do best – putting you & your family first.
How can we help?
During lockdown, you may have had concerns regarding your investments or your personal affairs that you wanted advice on. Maybe you were unsettled by news reports, or simply wanted an update on your financial situation? Our advisers and support staff are now back in the office offering any necessary support you need in a face to face capacity if you so wish.
Following an initial assessment by email or telephone we will recommend the best course of action for you which may include a meeting in person at our offices or in your home or by scheduling a video call with one of our advisers as appropriate.
To find out how we can help, please call us on 01202 695801, email us or visit our contact us page on our website.
Operating a safe environment for you
Your safety and that of our staff is our number one priority. We have put in place safeguards to provide the utmost protection for everyone by following the appropriate guidelines issued by the government.
We hope to see you very soon, but in the meantime please do not hesitate to contact us if you have any concerns. If you are experiencing any symptoms of Covid-19 we ask you remain home and seek medical advice, this is done as to protect not only our staff but also you and your family.