As you will no doubt be aware, Coronavirus continues to dominate the headlines, for a number of different reasons.
We wanted to let you know that, in the interests of the health and wellbeing of not only our employees but also our clients, we have made the decision to discontinue face to face meetings in our offices for the time being. Any client meetings that have already been arranged will still be able to proceed but will be conducted by telephone. We are also happy to continue scheduling meetings by telephone, as and when they become due or are deemed necessary.
We feel it is important to reassure you that the high levels of service we offer our clients will be maintained and that our processes and procedures will allow us to continue to work hard to ensure your financial planning needs are met. Our financial planners and paraplanners are still available to be contacted by email and telephone and that will not change.
We do request that where agreement has been reached for a client to make a contribution to pension and/or investment plans both before and after tax year end, these transactions are completed by way of bank transfers wherever possible, instead of sending cheques to the office. Please take into account any daily banking limits for larger transfers and allow as many days as required, to carry out these transfers, particularly if they are time sensitive to tax year end.
Everyone at Russell Gibson appreciates your understanding and cooperation at this time and we will be sure to update you if and when the situation changes, with regards to the carrying out of face to face meetings in our offices.
Many thanks and stay safe.
The Russell Gibson team