Don’t delay financial planning, book a covid safe meeting today

Covid-19 has been very disruptive, but you should not let it get in the way of your personal financial planning.

With the Covid-19 vaccination programme well under way and restrictions beginning to ease, the current situation is looking encouraging. Given the recent changes, Ben & Hannah at Portland Financial Planning are re-introducing face-to-face meetings.

However, we understand that not everyone is able to meet in person and we have various meeting options available to suit your needs and make you feel safe and comfortable.

Our current meeting options are: 

  • Face-to-face meetings in our office space- either indoors or outdoors in our garden
  • Zoom conference calls over a laptop, computer or tablet
  • Phone call meetings 
  • Home visits – these can be arranged and would need to take place outdoors or in a well-ventilated room to keep in line with current social distancing guidelines

We want all of our clients to feel safe and secure, and if you have any questions about any of the meeting options, please contact us and we will be happy to arrange a meeting that best suits you.

For anyone wishing to book a face-to-face meeting in our office we have taken the following measures to ensure maximum safety: 

  • Our office is situated in a large garden and we have installed an event tent to provide shelter for a meeting outdoors.
  • If the weather means an outdoors meeting cannot happen, we have a well-ventilated indoor meeting room. The seating is arranged in line with social distancing guidelines and hand sanitiser is available for you to use.
  • All of our facilities are cleaned and disinfected before and after every meeting.
  • A mask, visor or both is worn by us to provide you with peace of mind.
  • We are both vaccinated and we test ourselves twice a week.

Don’t let Covid-19 restrictions get in the way of you being able to manage your personal finances. Speak to us today on 01743 365813 or get in touch here.