From day one, Cleverly Planned was set up to be securely operational from anywhere at any time, so we can provide the same great service online as we can from our office. As with many firms, this became suddenly vital during the pandemic. Prior to this, people typically searched for advisers by post-code, finding those nearest to them. Now, thanks to technology, you can base your search on finding the best adviser for you, not just the closest. This removed location barriers for people who wanted to recommend us to family and friends and we now look after clients from Scotland to Surrey.

How remote financial advice works

As for a face to face meeting, we would arrange a convenient time for us to meet, then provide you with a secure link to your meeting and instructions on how to set things up and join.

We make use of video conferencing software, where we can see each other as though in person and share planning forecasts and recommendations on the screen. Our experience has shown that video meetings are just as effective and enjoyable for all parties. 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.

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 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 typically enough to be worrying about without adding concern over pensions and investments into the mix, so do contact us via the details below if you have any concerns you’d like to discuss. We genuinely appreciate being able to provide reassurance.