01525712122 enquiries@graymoney.co.uk

Corona Virus Update - Business as Usual

17th March 2020

At this challenging time, we wanted to update you on our new working structure which will allow us to provide the highest level of support and continuity to our clients.

First and foremost, we would like to assure you that it is very much ‘business as usual’ at Fiona Gray Financial Planning. Our full team is still working and carrying out all our regular day-to-day functions. Fiona, Helen and Danielle are continuing to see clients and provide advice, albeit in a slightly different style.

We made a business decision some years ago to invest in the technology, telephony and data systems which enable all our team members to work remotely from home. Since many of our clients are in the ‘high risk’ groups and with team members who have young families and so may have more exposure than is ideal, we have taken the decision to limit ‘face to face’ contact with immediate effect. From Monday 16th March therefore, we will be conducting all client meetings via video conferencing (or by telephone if preferred) until further notice.

The office will remain open Mon – Fri 9am to 5pm but staffed by only one member of staff at any one time. All other team members and advisers will work from home. All team meetings will also be conducted in this way and we successfully tested this capability for our weekly team meeting yesterday.

We are attaching our latest update briefing on the Markets and the recent Budget for your information.

These are challenging times, but we hope these measures will help us to continue to provide our clients with proactive financial advice and an uninterrupted service.

Best Regards

Fiona Gray

BA DipPFS

Director              

Helen Vaughan

BA FPFS Chartered Financial Planner

Technical Manager

Danielle Fagot

Dip PFS Cert CII (MP&ER)

Independent Financial Advisor