We are closely monitoring the impact that the current situation has on markets and you can be confident that we will take appropriate actions as and when required. Our CEO outlines how we will continue to advise and support you here.
As a wealth manager we plan for market fluctuations. Our investment committee has over 300 years of investment experience and as an organisation, we are in a strong financial position. We are confident that we have the resilience for the coming weeks and months, and in our ability to continue to provide the high-quality service that you as our clients have come to expect.
As an AFH client, you may wish to speak to your adviser during this difficult time. For most of you, you will be used to meeting your adviser in your home. However, in the current environment, your adviser will be there for you by phone or email. If you have any questions regarding this or your adviser’s details, our support teams are here to help on 01527 577 775.
Protecting yourself from scams
There is an increase in scams as fraudsters are using the coronavirus outbreak to their advantage. Pension savers may be targeted encouraging you to transfer your pension savings or release funds into what appears to be a genuine investment opportunity.
Please be extra vigilant when you are responding to emails, phone calls and text messages. Avoid clicking on any links in an unsolicited text message. If you are in any doubt, speak to your adviser directly or call us on 01527 577 775.
The Pensions Regulator has produced a leaflet with information on how to spot a pension scam. You can read a copy of this here. If you think you have been the victim of a coronavirus related fraud, please report it to Action Fraud.
Meet your adviser remotely
Following the government’s announcement late on Monday, we are still here to advise and support you. We have put comprehensive measures in place to enable both our advisers and administrative teams to work from home as required and remain fully operational. We have secure technology to enable this and you can rest assured that we will continue to provide a high-quality service to all our clients.
Health and wellbeing remain our priority
Our first and foremost concern remains the health and wellbeing of our clients and colleagues. We continue to operate as per usual with some extra measures in place to protect our clients and colleagues:
- We are minimising the number of external visitors to our offices. If you’re a client and usually see your adviser in one of our offices or face-to-face, you can rest assured you can still contact your adviser or one of our support teams via telephone or email.
- We remain fully operational with remote working systems for our colleagues implemented as required.
We are fully operational and open for business
In response to the UK Government’s decision to move from the ‘Contain’ phase to the ‘Delay’ phase of its response to the virus, we have started to implement our business continuity measures.
In particular, following the UK Government’s call for people to work from home if possible, we have put in place measures to enable our staff to work from home as required.
The business continues to operate as normal and we are planning for a range of scenarios. We will take the steps that are necessary in order for us to remain fully operational during this challenging period.
This gives us confidence in our resilience for the coming weeks and months, and in our ability to continue to provide the high-quality service that our clients have come to expect.
In line with our responsibilities under MiFID II, we are issuing portfolio performance updates to our clients where required.
If you have any questions please do call or email your adviser in the first instance or your nearest office.