During these exceptional times when our primary focus is, and should be, the health and wellbeing of one another, we want to make sure you know we’re still available to assist with your financial planning requirements as and when you need us.
At Dawn Slater Wealth Management, we took the decision to cease face to face meetings with our clients and implement remote working for our staff on 17th March.
We’ve been doing so successfully ever since; making sure that we could meet clients’ tax year end planning requirements and other financial planning needs without putting them, or our staff, at unnecessary risk.
Through the use of technology, we are able to continue working without being in the office together for an extended period.
We also have the ability to conduct client meetings remotely, enabling us to deliver our services to you on a face to face basis, even if that’s not actually in person.
Most of the product providers we deal with offer online services and those that did not accept electronic or scanned applications are moving quickly to do so. We’re keeping abreast of those developments to minimise any potential impact and make sure we can assist you as and when necessary.
So, if you need us, we’re here for you.
The office number remains active, although diverted, or you can contact one of our advisers on the mobile numbers or email addresses on the team page by clicking here.
We look forward to continuing to be of service to you during these uncertain times.
The Dawn Slater Wealth Management team