Digital Advice

Yellow Bear Financial Consultancy
Before the lockdown, I essentially ran my business from home, so obviously I have not been able to have any face-to-face meetings. Because most of my clients are older, they wouldn’t ideally have wanted to have a meeting over the telephone or over Skype. Some clients don’t mind, but to be honest I’m not a […]

Home & Finance Ltd
One of the sad parts of the crisis and lockdown is the social interaction, which nobody’s been able to do – and we have a lot of older, vulnerable clients, who live on their own. The first thing we did was get on the phone to all of them, to see if we could help […]

Van der Meulen Associates Ltd
The coronavirus crisis has turned our lives and our habits upside down overnight this year. All of us, across the UK and the globe are observing and respecting strict social distancing guidelines. But what has been the impact of all of this at one firm, Van der Meulen Associates in South Yorkshire? Here, financial adviser […]

Barwells Wealth
The coronavirus crisis has turned lives and habits upside down, virtually overnight, in 2020. All of us, here in the UK and across Europe and the world, are coping and managing the best we can. What has been the impact at Barwells Wealth Independent Financial Planning in East Sussex? Here, Chief Executive Lee Waters kindly […]