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Financial advice during social distancing

In these unprecedented times

we’re not going anywhere.

From day one, Cleverly Planned was set up to be securely operational from anywhere at any time, so there will be absolutely no reduction in service whilst we are unable to attend our office or see you in person. We will remain (virtually) by your side. We’ve been in regular contact with our clients to be a sounding board for any concerns or disruption in their lives throughout these recent months and whilst they remain our priority, we see it as our professional duty to let the wider world know we are still here to provide level-headed advice and expertise. Much of our planning conversations culminate in the realisation that our health is the most important thing. Without it, money can be somewhat pointless. However, we understand the emotional aspects of money, the freedom and choices it can give and take away, the panic the financial markets can instil, so it is completely understandable that people may be worried about the security of their financial plans at this difficult time, whilst being concerned for the health of their loved ones. This pandemic has forced us all to confront the vulnerability of the aspects of our life that we cherish. So, if you’re wondering if you should be taking action, not certain if your current plan is still on track, or if you’d been thinking of seeking advice anyway but unsure if this is the ‘right time’, please do get in touch. We can work with you to make sure you’re in a strong position, regardless of what the future holds, so you have the peace of mind to focus on staying safe and making the most of each day.

How remote financial advice works

Although we’d love to invite you to our office, that can’t happen until it’s safe to do so. As such, we are ready and able to deliver our service remotely to maintain social distancing, or indeed to provide our specialist advice to those further afield. If you telephone, email or send a message using the details below, you’ll speak to Ben Coulson in the first instance, who will find out a bit more about you and make sure we are the right people to help. He’ll then arrange a convenient time for you to have a no obligation remote/virtual meeting with our Chartered Financial Planner, Sophie Marfell. For our meetings, we’ve been making use of video conferencing software, where we can see each other as though in person and share your planning forecasts and recommendations on the screen. The meetings are secure, password protected and then locked once all parties are in attendance. It’s quick and easy to get the hang of and clients tell us that after a short while the distance between us is forgotten.

remote financial advice

Example video call while sharing financial forecasts

Whilst our meetings encourage you to focus on the good times; how you’d like the future to look and all the wonderful things you’d like to spend your time doing, behind the scenes we use our expertise to limit the damage during times like this. We stress test thoroughly and are always thinking “but what if this happens?” to ensure we create robust strategies that can support the great times while weathering the bad times too. There’s enough to be worrying about at the moment without adding concern over pensions and investments into the mix, so do contact us via the details below if you think we may be able to help or if you are not receiving the support you need from elsewhere. We genuinely appreciate being able to provide reassurance during these uncertain times.

 

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Contact us directly

Phone

0113 257 8284

Email

hello@cleverlyplanned.co.uk

 

 

 

Cleverly Planned Ltd is registered in England & Wales. Registered number: 11930628. Registered office: Longwood Hall, Bradford Road, Pudsey, Leeds, LS28 6DA. Cleverly Planned Ltd is an appointed representative of Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority. Cleverly Planned Ltd is entered on the Financial Services Register here under reference 842889.

Cleverly Planned Ltd, independent financial advisers helping those in Leeds, West Yorkshire and the surrounding areas put pensions and investments into real-life context. The information contained within this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.