By Brian Morman, Chairman, Brunsdon Financial
Many clients have contacted us to ask how we are faring during the Coronavirus pandemic, so I thought it might be an appropriate time to provide an update.
As you will be aware, since lockdown in March 2020, most of our staff have been working remotely from home. We had hoped that we might begin to return to the office in the autumn, but due to the surge in cases nationally and Government advice, we will continue to be mostly home-based for the foreseeable future.
Our priority has always been – and continues to be – ensuring that we deliver a top-quality service to you, our clients. Although a lot of our meetings with clients are now via telephone or video call, we hope you will agree that these are working well. Some clients even say they find them more convenient than face-to-face!
We are proud of the fact that Brunsdon Financial is a successful and growing business. We are even more proud of the fact that this has been true during the pandemic. All of our staff have been retained and are now fully employed. Indeed, we have recruited three new members to the team in the past six months.
We look after in excess of 1,000 individual private wealth clients. In addition, we work with around 350 companies to provide group employee benefit schemes such as group pension, critical illness and life cover. Added to which, we will shortly be launching a new mortgage service – more details to follow.
Like you, we look forward to more normal times returning. In the meantime, thank you for continuing to work with us – and if we can help in any way with your personal wealth management or retirement plans, please do get in touch.
If you’re happy with our services, please also don’t forget that you can receive a £100 gift voucher if you refer a friend who later goes on to do business with us. More details are available on our website .