Fiducia Wealth Management
Posted in Fiducia News on 13.07.20

Updated October 2020

The last few months have been difficult for everyone and we would like to start by wishing good health for you and your loved ones. During this time, we have remained focused on the needs of our clients and we are working hard to maintain our service to you through the continued COVID-19 Coronavirus outbreak.

The rapid spread of the COVID-19 Coronavirus has major implications for families and businesses in the UK and therefore we want to update you as to the actions we have taken to protect the interests of all our clients as well as those of our staff.

Updated plan

When the virus outbreak began to the take effect in the UK, we drew up a continuity plan to ensure that we could continue to protect our clients’ interests.  As you would expect we have continually checked the advice published by Public Health England and the Government to ensure our staff are kept up to date on what has been a rapidly developing situation.

Our management team have met regularly to evaluate the advice and build that into our planning.  We have flexible systems and processes which ensures our key staff can all work from home in an emergency and where we needed to add to the capability of those systems we have done so. Initially, nearly all our team were working remotely from our offices in line with the government guidance at the time.  Since the lifting of restrictions, we have gradually been able to bring our team back so that now nearly all our staff are working from the offices in Dedham.  In order to ensure social distancing and to enable staff to meet childcare commitments where necessary, some staff are temporarily still working from home for part of their working week.

The welfare of our clients and staff

Our clients always come first, which is why it is of paramount importance that we focus on your health and welfare. It is for this reason why we were unable to offer clients face to face meetings at our offices during the height of the pandemic and subsequent lockdown.

However, in line with the easing of lockdown restrictions, we are once again offering client’s socially distanced face to face meetings at our offices.  We are also more than happy to continue to offer meetings by telephone and/ or by Skype/ Teams/ Zoom where preferred.

We have made several changes to our processes to enable this to be possible and we can confirm that:

  1. Our offices are being regularly cleaned by both staff and outside cleaners.
  2. Hand gel/ sanitiser is available on reception with a further sanitation station outside the meeting room.
  3. On arrival to the offices, clients will be met by their adviser and will not come into contact with any other staff members.
  4. Meetings will be coordinated to ensure that only one client household is on the premises at any one time.
  5. We will temporarily stop offering clients refreshments on arrival and during meetings, but clients are welcome to bring their own refreshments.
  6. Clients will only be allowed in the reception area, toilet and meeting room.  Access to all other buildings will remain restricted.
  7. We will send a Covid-19 questionnaire to all visitors (in line with the current government advice) which includes a declaration to ensure that all visitors agree to our infection control measures.
  8. To protect both you and our staff, our advisers are currently not making client home visits.

We look forward to once again meeting with you all face to face and we would like to take this opportunity to wish you and your families continued health and happiness.

If you have any questions that have not been covered here, please do not hesitate to contact us.

The Directors

 

Fiducia Wealth Management
Posted in Fiducia News on 13.07.20

If you would like to know more about us and how we as Financial Advisers can help you manage your financial affairs visit our home page: Home Page or send us email at: email@fiduciawealth.co.uk

The information contained in website is for guidance only and does not constitute advice which should be sought before taking any action or inaction. The information is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. Accordingly no responsibility can be assumed by Fiducia Wealth Management Limited, or any associated companies or persons, its officers or its employees, for any loss occasioned in connection with the content hereof and any such action or inaction. Professional financial advice is necessary for every case.

Fiducia are an award winning firm of Financial Advisers based in Dedham near Colchester situated in the heart of Constable Country on the Essex Suffolk border. www.fiduciawealth.co.uk

Fiducia Wealth Management Ltd. Dedham Hall Business Centre, Brook Street, Dedham, Colchester, Essex, CO7 6AD.

Fiducia Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority.. FCA No. 408210