It would be stretching the truth to suggest that it’s “business as usual” at Wells Gibson, when that’s clearly not the case as wherever we look, things are very far from normal!
As a business, we are functioning perfectly well, with all of our team operating from home for over a week now. For instance, we hold a team meeting each day, using Zoom which is a group video link facility, and this ensures that we are all up to speed with each other’s daily workflow.
We spend most of each day on our computers or on the phone, and we have full access to all the usual websites and client information that we need, to ensure that client service continues with the minimum of disruption.
If you want to get in contact, there’s no change in how you do that. Please continue to contact us by phoning the office on, 01382 722 989 and your call will be transferred to the relevant person in the Wells Gibson team.
Alternatively, please email us at our usual addresses, or give us a ring on our mobiles.
Ongoing contributions to pensions or ISAs arranged by Wells Gibson
If you are making ongoing contributions to a pension plan or ISA, then you may wish to adjust or cease these at some stage, depending on how your own finances are affected by the COVID-19 situation. This is easy to do, with no charges or penalties incurred, so please us know, and we can get this organised.
Standard Life and Transact
As a client of Wells Gibson, you can continue to view your investment portfolio online. Like much of the country, Standard Life and Transact continue to deliver the best possible service, albeit remotely. We communicate with them many times a day, so there is no change there.
As an aside, if you view your portfolio online, you might see a notice referring to the temporary suspension of some Property funds. Whilst this action does not relate to any of the funds in your portfolio, it is something that we’ve seen before with some Property funds specifically, during times of extreme market volatility.
Last and by no means least…
We are here to help so please feel free to call any of the Wells Gibson team, if you are anxious about anything at all, even if you just want a catch up. If you need any practical help with anything, we’ll see what we can do.
In the meantime, please keep safe.
From all at Wells Gibson.